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  • National Bank Financial Website
    (800) 361-8838
    1155 Metcalfe Street 5th Floor, Montreal, QC H3B 4S9

    National Bank Financial Wealth Management provides personalized wealth advisory services to Canadian families and individuals, offering investment, portfolio, and asset management solutions across the country. Their advisors help clients plan for financial goals, manage assets, and navigate market …

  • Dorchester Investment Management Website
    (514) 861-5841
    1100 Rene Levesque Blvd W Ste 650, Montreal, QC H3B 4N4

    Dorchester Wealth Management provides independent investment counsel and wealth planning services to high-net-worth individuals and families across Canada and the United States. The firm offers portfolio management, tax preparation, and cross-border financial planning, leveraging a tailor-made appr…

  • Adam Weinstock - Borden Weinstock Group - ScotiaMcLeod Website
    (514) 287-4993
    1002 Sherbrooke Street West, Suite 700, Montreal, QC H3A 3L6

    The Borden Weinstock Group provides intergenerational wealth management, offering portfolio management, investment advice, risk management, tax and estate planning, insurance solutions, and business succession services to individuals, families, estates and foundations across Canada, leveraging over…