Continuing a unique heritage.

To reflect a distinctive philosophy, our integrated wealth management team is exclusively focused on serving and working with families and entrepreneurs who have accumulated great wealth, and seek a high level of personalized service. 

For more than 25 years, our Team has cultivated a philosophy of excellence, by providing a personalized approach, an exemplary attention to details as well as a proven expertise in wealth management. 

"Simplifying the lives of our clients" is at the core of our client centric culture. The benefit of our experience and expertise allows them to take advantage of the most important moments of their lives. 

 

 

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Francis Sabourin
 
"We simplify the lives of our clients"

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Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.


2019 year-end tax planning checklist
Maximize your 2019 tax-year planning with our helpful checklist – all the dates and strategies you need as we head into the final stretch of the 2019 tax year.

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Market research
Insights 

 

Get the latest market insights and trends from our internal research experts.

18 November 2019
Enhancing the 60/40 with Alts
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11 November 2019
Back to fundamentals
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November 2019
Investor strategy: Upbeat tone
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