Boost your wealth
The influence of CFA
Discover passionate professionals who grasp all aspects of your financial situation and have mastered smart, responsible investing. Join forces with financial experts who take you to the next level, towards your most ambitious goals, towards financial security for you and your family.
Request a CFA charterholder.
The highest distinction in the financial sector.
An assurance of expertise, discipline, rigour and results.
Professionals who work in your best interest and use their expertise to build your wealth with you.
Wealth management: overview and global planning
Have you ever wondered how to manage a large financial windfall received as an inheritance, through the lottery or as a result of a good business deal? How do you ensure proper intergenerational and estate planning? How do you plan for the continuity of a family business or optimize an estate plan to reduce the tax impact for you loved ones?
You need an expert to better understand complex issues, invest responsibly, create the best strategy for you and prepare for a better future.
You need a CFA charterholder specializing in private wealth management.
Wealth management is a global action plan that goes far beyond the notion of investment. It takes into account a 360° vision of your personal, professional and family situation.
CFA charterholders are the best qualified to take you in the right direction.
Find an expert in wealth and investment management in Montreal
Many CFA charterholders pursue careers in portfolio and wealth management with well-known specialized firms in the Greater Montreal area. Find a specialist who understands your concerns and meets your needs.
Consult our publications
Discover INVESTMENT PRINCIPLES, a series of informative fact sheets for investors and financial services professionals. Download them for free, improve your knowledge and avoid mistakes.
Feel free to share the fact sheets with others, and ask questions of the people you trust with your investments.