We treat our clients as if our roles were reversed


Entrepreneurs, wealthy individuals and families

We work with people whom we like and trust and who share our business principles. Most of our clients are successful entrepreneurs who have built up significant financial assets outside of their operating companies or who have sold their businesses, and individuals and families who have inherited substantial wealth. They’re loyal, discerning and looking to maintain a long-term business relationship.

Contact us

If you are seeking outstanding portfolio management and comprehensive wealth management, we would be pleased to discuss how we can put our experience and investment philosophy to work for you.

To meet with us, please call Nathalie Roussin, Vice President and Wealth Advisor or Sholom Tabak, Vice President and Wealth Advisor at
514-878-7292

Send us an email:

*Required fields