Mount Royal Wealth Strategies Group, Investment Advisor,Montréal, QC

Phone

Office

Office Location

1350 boulevard René-Lévesque Ouest 9e étage Montréal, QC H3G 1T4. map

It’s essential for affluent investors to engage an Investment Advisor who is truly dedicated to managing their wealth and ensuring their interests are front and centre.

This is where we believe that Mount-Royal Wealth Strategies Group excels.

Leveraging our unique combination of technical knowledge and genuine concern for our clients, we help high net worth professionals, executives, business owners and families develop a wealth management strategy that can address their short- and long-term needs.

Applying our technical expertise

The team’s institutional background – which includes being on the front lines during the crash of 1987 and the 2008 financial crisis – has proven invaluable and plays an integral role in defining the investment philosophy that guides Mount-Royal Wealth Strategies Group.

In short, we strongly believe that speculating on the markets is not an acceptable approach as it involves taking on too much risk. Instead, we invest for the long term, looking for quality investments and refusing to be swayed by the trends of the day. Drawing on our significant technical expertise, we find companies that we believe offer the right mix of profit growth and return of cash to shareholders that can assist with long-term wealth creation. Our advisory services are driven by our belief in bringing quality, value, patience and discipline to the investing process.

By keeping the process simple and filtering out the noise and emotion often associated with investing, we strive to keep our clients on track and focused on their stated objectives.

The benefits of discretionary investing

Through Mount-Royal Wealth Strategies Group, clients can access discretionary investing – an option that leaves the daily investment decision-making to us, so you’re free to focus on your other priorities. In exchange for one transparent, asset-based cost, we drive your portfolio, responding nimbly to sudden opportunities and risks. Our strategy is guided by the customized wealth management blueprint we develop; it is based on your objectives and financial situation and sets out the asset allocation and diversification of your portfolio. Ask us how you can benefit from discretionary investing today.

Helping achieve what truly matters to you and your family.

Our wealth solutions focus on four key areas in order to ensure you receive a personalized wealth plan you can feel confident in.

Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.

Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.

Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.

Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

Tabs Menu: to navigate this menu, press tab and use the left & right arrow keys to change tabs. Press tab to go into the content. Shift-tab to return to the tabs.

Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning

What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.

Nick & Justina – Business owners teaming up with TD Wealth

Putting finances into perspective

As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Women and Investing

Women and investing Wealth is about much more than just numbers and figures. It’s about having the power to do what’s right for you and your family, the freedom to fulfill your dreams, the flexibility to invest in your business and the assurance that you’re prepared for life’s ups and downs. Our aim is to protect and grow your wealth and help you make informed decisions throughout your life.

Retirees / Pre-retirees

Multi-Generational Family

Entrepreneurs / Business Owners

We have helped entrepreneurs make sense of the world’s ever-changing financial markets and adopt tax-effective strategies that will help them reach their goals. Whether you are a young entrepreneur with an aggressive growth target or a seasoned business owner who wants to preserve your assets, generate retirement income and develop a sound succession plan and exit strategy, you have worked hard to build your enterprise. One of the most rewarding aspects of our work is helping business owners like you to enjoy the success of all your hard work.

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.

Let's Connect

Applying our technical expertise

The benefits of discretionary investing

Helping achieve what truly matters to you and your family.

Our Services

Investment planning is one of our key strengths and the cornerstone of every wealth strategy

For many, estate planning and preparing for a transfer of wealth can be a difficult subject to discuss.

Transfer your wealth tax-efficiently and according to your wishes with an estate plan.

Retirement is a goal that nearly everyone strives for. However, many have not fully thought through what their retirement will actually look like from a financial perspective. We can help with this.