Wealth Management
We're here at every stage of life to help you grow, protect and transfer your personal and business assets with peace of mind.
Our expertise helps build and preserve your wealth.
What sets our wealth management services apart
A people-focused and caring approach
We're here to listen and help you make informed decisions. We take the time to understand your needs and explain which solutions may be right for you.
Long-term support for a successful future
By considering both your current and long-term needs, we help you navigate all of life's milestones so you can reach your goals and take care of the people who matter most to you.
Knowledgeable and multidisciplinary teams
Our teams work closely with specialists in different fields to offer you the right wealth management advice and help you with even the most complex financial projects.
What do you want to do?
Build and grow
Maximize your wealth with personalized advice and a comprehensive financial strategy.
Enjoy and transfer
Look after your assets and get the most out of your later years with careful retirement and estate planning.
Get started with a financial plan
Creating a financial plan is the first step of our wealth management approach. With the help of a wide range of specialists, we look at your assets and finances to create a comprehensive and personalized plan that can be adapted as your needs change over your lifetime. With the right plan, you can get the most out of your wealth and see it grow for you, your loved ones and your business.
Your plan can include:
- Retirement planning
- Investing
- Tax planning
- Estate planning
- Wealth protection
- Business transfer
- Financing
- Philanthropy
Make an appointment
By phone
Montreal area:
514-224-7737 This link opens your phone app. (514-CAISSES)
Elsewhere in Canada and the US:
1-800-224-7737 This link opens your phone app. (1-800-CAISSES)
We can also call you when it's convenient.