Mount Royal Wealth Strategies Group

Mount Royal Wealth Strategies Group

Working together to help you achieve what truly matters to you

Phone

Office

(514) 289-1690

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.



Putting clients first

We begin with an in-depth discovery process so we can really get to know you – your current situation and your plans for the future, both financial and non-financial. By gaining this knowledge, we can determine your immediate and long-term needs, and leverage that insight to build a portfolio that will help meet them. Fueled by a genuine interest in helping clients understand, articulate and meet their goals, we concentrate on delivering what matters most to them. At Mount-Royal Wealth Strategies Group, we are committed to providing our clients with superior service. From our very first meeting, we remain focused on gaining an understanding of our clients’ priorities, anticipating their needs, responding to their queries and assuaging their concerns.

Your Wealth Management Experience

1.Asset Allocation & Portfolio Rebalancing

2.Portfolio Design & Selection

3.Communication, Accessibility, Reporting

4.COIs (Centers of Influences) & Refferals

5.Wealth Planning

6.Behavioural Coaching

Your Wealth Management Experience

1.

Asset Allocation & Portfolio Rebalancing

Helps us to meet our objective to improve returns while managing volatility by carefully selecting and monitoring investments

2.

Portfolio Design & Selection

Research, create and monitor a portfolio of appropriate stocks, mutual funs and Exchange Traded Funds tailored to your needs

3.

Communication, Accessibility, Reporting

Remain available and keep you informed through meetings, calls emails and newsletters

4.

COIs (Centers of Influences) & Refferals

Provide access to a team of internal specialists and external professionals

5.

Wealth Planning

In collaboration with TD Specialists address a range of financial issues, from education, retirement, tax and estate planning, to income and asset protection and insurance

6.

Behavioural Coaching

Maintain a disciplined approach to your finances, helping to mitigate risk and focus on a long-term plan

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.

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.

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.

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