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.
We have wealth management expertise that fits your needs.
What do our wealth managers provide?
A relationship built on your needs
We listen to you carefully so we can fully understand your situation and goals. We also help you make informed decisions by pointing you toward solutions that benefit you most.
A personalized financial plan
Whether your needs are big or small, we can help you come up with an adaptable plan that covers all aspects of wealth management: savings, investments, financing, retirement, business transfer, estate planning and more.
Ongoing support for a successful future
We help you reach your goals today while protecting your assets for tomorrow.
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.
Consolidating your assets: A smart strategy
Consolidate your investments with us to simplify your life and make it easier to manage your portfolio. You may even save on fees.
Learn about our wealth management services
Get tailored support from our market experts. With an investment-centred approach, we work with you to make sure your personal, family and business assets are well-managed.
Interested in self-directed investing?
Whatever your level of investment knowledge, our online brokerage platforms offer the tools and support you need to make informed decisions and invest on your own with confidence.
Make an appointment
We'll take the time to get to know you and your plans, evaluate your current financial situation and help you reach your short- and long-term goals.
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.