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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.
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.
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, 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.
Stephen Dupuis Wealth Management is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
Holly Manning joined TD Wealth in 2005. Her sound judgement and knowledge has earned her the trust and loyalty of investors. She believes that managing risk and focusing on financial objectives are the cornerstones of a successful portfolio. Holly is responsible for the day-to-day trading for the team. She holds a Bachelor of Commerce degree from McGill's Desautels Faculty of Management and has completed the Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH) and Wealth Management Essentials (WME) course.
Sima Khayat joined Stephen Dupuis Wealth Management in 2020. She's detail oriented and highly organized. Sima's ability to work in a fast-paced and dynamic environment help her in her role. She is responsible for client relations and service, account administration and general right-hand support. Sima holds a Bachelor of Commerce degree with a major in Finance from UQAM, École des Science de la Gestion. She has successfully completed the Canadian Securities Course (CSC), the Conduct and Practices Handbook (CPH), the Investment funds in Canada (IFC) course and is currently studying for the Wealth Management Essentials course (WME) with the Canadian Securities Institute.
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 you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
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.
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.
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 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.
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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