Our Philosophy

Achieve the freedom to do more of what you love and less of what you don’t.

Simply. With peace of mind.


When you dream of your ideal future, what does that picture look like?

Total Wealth Management is a means to that end.

Wealth planning, investment management, and many other strategies we employ to build and protect wealth: these make sense only when tied directly to your specific goals.

Like you, we believe that health and happiness are coveted objectives. But we recognize that – in the real world – often these aspirations are more easily achieved on a solid foundation of financial security. And that is where we come in.

We take the time to understand more than your financial goals. We are highly focused on understanding who you are, your values, and what is important to you. That takes insight, discipline, experience, and – above all – sensitivity.

Working with prosperous families, professionals, and business owners in Montreal and surrounding areas, we have built a solid reputation for delivering a clear and demystified approach to wealth management.

We are committed to your peace of mind, to make you feel confident and comfortably in control of your financial future, so that you can achieve the freedom to do more of what you love.