Magnify Wealth Management
Magnify Wealth Management
Magnify Wealth Management
Sound investment advice built to help weather
all market conditions
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At Magnify Wealth Management, we provide goals-based investment and planning solutions for high net worth and ultra-high net worth families, corporations and foundations with a minimum of $2 million in investible assets. With many years of collective financial experience, our eight member team is entrusted with over $800 million in clients’ assets, as of March, 2024.
Our clients have financial management needs with degrees of complexity that call for a variety of proficiencies. We make it easy for you to take advantage of our extensive capabilities. We are your liaison to all investment and banking services including, but not limited to, Private Banking, Commercial Lending, Trust and Executor Services to assist you in finding customized solutions that cater to your specific requirements no matter how complex.
Languages
English
French
Our highly experienced and dedicated team of professionals is committed to delivering leading edge, institutional quality investment management. Our objective is to allow our clients to earn steadier, more consistent returns while weathering market volatility and downturns with confidence. We are creative and resourceful in customizing investment portfolios that strive to deliver the best risk adjusted returns relative to our clients’ objectives. Our expertise is centered around public equity and fixed income exposure but also in identifying investments that can produce positive returns even when conventional stocks and bonds are performing poorly. In addition to traditional securities, we invest in alternative asset classes which are not typically available to the average investor. These include Private Equity and Debt, Private Real Estate and Infrastructure, Market Neutral and Long/Short strategies and a variety of multi-strategy and options-based strategies.
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.