Stephen Dupuis Wealth Management, Investment Advisor,Montréal, QC

We offer wealth and investment management solutions to a select group of personal and institutional clients.

We have extensive experience working with high-net-worth and ultra-high-net-worth Canadian families and understand their distinct needs – but one size doesn’t fit all. We specialize in working with clients who understand the value of tailored service and advice.

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.

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.

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Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning

Tailored Solutions

Based on your unique circumstances, we'll work with you to understand your goals and unique investment needs to create a wealth plan with tailored solutions.

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.

Will and Estate Planning

Financial Well Being

Retirement Planning

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.

Estimating what you will need during retirement will involve a blend of personal reflection and number-crunching. If you’re between five to ten years away from retirement, now is the time to sit down with us and review your planning. We can help you estimate your spending and withdrawal patterns over the span of your retirement as well as facilitate your switch from asset accumulation to asset utilization, if applicable. It’s important to look at constructing a flexible, tax-efficient cash flow to pay your fixed expenses, while having a clear sense of your discretionary spending.

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.

A wealth strategy that changes as you do

As your needs evolve, so will the services and solutions we can provide. We'll be in touch with you on an ongoing basis to provide you with advice and information relevant to your unique financial journey. And when you need advice, we'll be there with the breadth of our expertise and the personalized attention you deserve.

Discovering and planning for what truly matters to you

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.