Stephen Dupuis
Senior Investment Advisor
Senior Portfolio Manager
CIM®
Working together to help you achieve what truly matters to you
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A veteran in wealth management, Stephen’s career has spanned more than 20 years, in four of Canada’s largest urban centres, where he has acted as advisor and mentor to clients and wealth professionals alike. Stephen credits his years as a Branch Manager for inspiring him to return to a client advisory role – working directly with successful entrepreneurs and professionals, helping them realize their lifelong dreams through financial security. Having worked with a number of esteemed wealth advisors in Canada, Stephen’s primary satisfaction comes from helping clients choose investments that have the potential to offer growth and preserve capital by investing with a margin of safety. Stephen is grateful for the experience that’s come from living and working in some of Canada’s most exciting cities, but he’s proud to call Montreal home.
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Certificates
CIM®
Languages
English
French
Stephen Dupuis Wealth Management
Established in Montreal, Stephen Dupuis Wealth Management has evolved into an accomplished private-client portfolio management group. When it comes to investing in markets, we believe that a stable and steady course is best. Since markets don’t always behave rationally or predictably, we focus on not letting fear or anxiety guide our clients’ investment decisions. A testament to our team’s success is the trust and confidence that our clients have put in us, in helping them to safely achieve their goals.
Our Business is Based on Discretion and Four Core Principles:
● Rational and disciplined long-term thinking about investments
● Establishing a comprehensive, high-quality portfolio tailored to each client
● Choosing investments that offer the potential for growth and quality
● Helping to preserve capital by investing with a margin of safety
Investment fads and market enthusiasms come and go. At Stephen Dupuis Wealth Management, with our focused and consistent investment principles we strive to produce strong results over the long term, while at the same time reducing exposure to risk. We know that our clients and their families have worked hard to earn the wealth they have entrusted to us. That’s why we work hard to help earn a solid return for our clients, as well as to help protect the fruits of their labour.
- Rational and disciplined long-term thinking about investments
- Establishing a comprehensive, high-quality portfolio tailored to each client
- Choosing investments that offer the potential for growth and quality
- Helping to preserve capital by investing with a margin of safety
Investment fads and market enthusiasms come and go. At Stephen Dupuis Wealth Management, our focused and consistent investment principles have produced strong results over the long term, while at the same time reducing exposure to risk. We know that our clients and their families have worked hard to earn the wealth they have entrusted to us. That’s why we work hard to help earn a solid return for our clients, as well as to help protect the fruits of their labor.