Stephen Dupuis Wealth Management
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.
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 Solutions
Our solutions can help people meet their unique needs and make them feel more confident in their financial future.
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Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
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.
What We Do
What to expect when working with us
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Primary Focus
Our Process
Our Expanded Team
Our Discovery Process
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.
Portfolio Management
Investment Advice
Private Banking
Estate and Trust Services
Wealth Advisory Services
Direct Investing
Small Business Banking
Commercial Banking
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.
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.
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.
