Stephen Dupuis Wealth Management
Discovering and planning for what truly matters to you
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.
Established in 2004 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.
Your primary focus:
What we do
We start by engaging in a balanced discovery conversation. This process harnesses the field of behavioural finance, so that we can better understand your Wealth Personality; what influences your wealth decisions and what matters most to you.
We engage in a unique and collaborative consultation to fully understand your financial needs, priorities and goals. Family, business and experience are all considered. With a deep understanding of your priorities, we connect you with a core team of TD specialists with expertise in everything from investment, estate and trust planning and philanthropy, to business succession and tax planning.
Through our discovery process we’ll connect you to the right relationship manager, who based on your specific needs, will build a team of specialists around you to help achieve your vision of success.
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.
Stephen Dupuis Wealth Management is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.