Stephen Dupuis Wealth Management, Investment Advisor,Montréal, QC

Established in Montreal, Stephen Dupuis Wealth Management has evolved into a trusted discretionary private-client portfolio management group, dedicated to helping clients navigate the complexities of investing. We believe that a steady, disciplined approach is the key to long-term success. While markets can be unpredictable, we focus on ensuring that emotions and market volatility don’t drive our clients’ investment decisions. The trust and confidence our clients place in us to help them achieve their financial goals is reflected in our team's commitment to prudent and reliable wealth management.

Our Investment Approach is Guided by Four Wealth Pillars:

Build net worth | Protect what matters | Implement tax-efficient strategies | Leave a legacy

At Stephen Dupuis Wealth Management, we don’t chase fleeting market trends or investment fads. Instead, we adhere to our time-tested principles, aiming for consistent, strong results over the long term while managing risk. We appreciate the hard work that goes into building the wealth our clients have entrusted to us, for this reason we are committed to both growing and protecting client's wealth and helping ensure that their financial future remains secure.

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.