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KNOW US BETTER

Montag allows you to benefit from our advices leading to maximizing wealth creation and tax savings. Our unique approach and our products are tailored to your unique needs. Our efforts and our focus are reaching your financial goals in order to achieve your life plan in the days to come.

The Team

THE MONTAG PROCESS

Discovery, listening and information gathering

Assessing and understanding customer needs

Behavioral biases

Building trust through dialogue, education and support

Balance sheet, equity and cash flow

Developing your financial plan

Asset allocation

Portfolio optimization and investment decision

A GLOBAL APPROACH

You will benefit from our independent advice and our experts in finance and wealth management (portfolio management, accounting, taxation, insurance and notarial deed). Montag gives you access to a wide range of financial products and investment account solutions to meet your needs.

Non-registered

Non-registered cash and margin accounts

RRSP and Spousal RRSP

Registered Retirement Savings Plan and Registered Spouse Retirement Savings Plan

RRIFs and Spousal RRIFs

Registered retirement income fund and registered spousal retirement income fund

TFSA

Tax Free Savings Account

RESP

Registered education savings plan

LIRA, LIF, RLSP

Locked-in retirement account, locked-in registered pension plan and restricted locked-in savings plan

RDSP

Registered Disability Savings Plan

Corporate Account

Company account (Quebec inc, Canada inc.)

In Trust

Simple, complex, family, transferor and testamentary trust

Non-registered

Non-registered cash and margin accounts

RRSP and Spousal RRSP

Registered Retirement Savings Plan and Registered Spouse Retirement Savings Plan

RRIFs and Spousal RRIFs

Registered retirement income fund and registered spousal retirement income fund

TFSA

Tax Free Savings Account

RESP

Registered education savings plan

LIRA, LIF, RLSP

Locked-in retirement account, locked-in registered pension plan and restricted locked-in savings plan

RDSP

Registered Disability Savings Plan

Corporate Account

Company account (Quebec inc, Canada inc.)

In Trust

Simple, complex, family, transferor and testamentary trust

INVESTMENT SOLUTIONS

Solutions tailored to your risk profile and the changing macroeconomic environment. We offer traditional (beta) and alternative (alpha) investment strategies.

01.

Balanced portfolios

Managed risk exposure between equities and fixed income

02.

Growth portfolios

Participate in the growth potential of Canadian, US and global equities. Focus on innovation, product development and corporate leadership

03.

Fixed income portfolios

Access to a wide range of fixed income financial products (government, corporate, high yield and emerging market)

04.

Alternative strategies and investments

Strategies with low correlation with traditional investments, suitable for clients seeking additional diversification

05.

Option strategies

Portfolio yield enhancement and / or profit protection

CONTACT US

WE BELIEVE IN A BETTER FUTURE

We promote sustainable growth through our investment solutions: renewable energy, circular economy, sustainable innovations, water management, waste management, pollution control, health and well-being

WE HAVE TAILORED SOLUTIONS FOR EVERYONE

PROFESSIONALS, FAMILIES AND INDIVIDUALS

CORPORATIONS

RETIREES

HIGH NET WORTH

TRUST

PHILANTHROPY AND FOUNDATION

PROFESSIONALS, FAMILIES AND INDIVIDUALS

CORPORATIONS

RETIREES

HIGH NET WORTH

TRUST

PHILANTHROPY AND FOUNDATION

GET IN TOUCH

OUR PARTNER AND REGULATORY BODIES