Working together to help you achieve what truly matters to you
1350 René-Lévesque Ouest 9ieme étage Montréal, QC H3G 1T4Map
Stephen Dupuis Wealth Management
Team
Branch Office: (514) 289-8400
Branch Fax: (514) 289-0032
Vice President
Portfolio Manager
Stephen Dupuis, Vice-President, Portfolio Manager
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.
Miller Dupuis Wealth Management
Established in 2004 in Montreal, Miller 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 Miller 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.
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
Banking & Credit Management
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement Planning
Retirement planning is an ongoing process that helps provide financial peace of mind in the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Protecting your assets
Asset protection is an ongoing part of a comprehensive financial plan that helps to protect what you’ve worked hard to build.
Tax Management
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
Passing on your Wealth
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Education Funding
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business Succession Planning
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
Charitable Giving
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
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