It all starts with a conversation

Meet our Portfolio Managers

Our first conversation will focus on understanding your goals and how our wealth management process can help you get there with peace of mind.

Our meetings can be done in person or remotely.

Relax. Our process is simple.

We’ll take care of all the heavy lifting.

What is the minimum required to become a client?

Our clients and their families typically have a net worth of $2M or more. If you have an amount under the minimum, we still invite you to call us to discuss your options.

Our offices

Our Pointe-Claire address

Our Saint-Lambert address

Office hours

Monday to Friday | 8:30 am – 6:00 pm EST

We are ready to answer your questions…

*Please note that TWM Group does not provide investment advice nor do we solicit or share personal information through public forums or platforms such as social media. Please communicate with us only through official channels like email, the client portal or your portfolio manager.

Invest with TWM Group

Our clients and their families typically have a net worth of $2M or more. If you have an amount under the minimum, we still invite you to get in touch with us to discuss your options.

*Please note that TWM Group does not provide investment advice nor do we solicit or share personal information through public forums or platforms such as social media. Please communicate with us only through official channels like email, the client portal or your portfolio manager.

Invest with TWM Group

Our clients and their families typically have a net worth of $2M or more. If you have an amount under the minimum, we still invite you to get in touch with us to discuss your options.

*Please note that TWM Group does not provide investment advice nor do we solicit or share personal information through public forums or platforms such as social media. Please communicate with us only through official channels like email, the client portal or your portfolio manager.