Smart investing and clear advice for your financial well-being.
Our mission is to become your primary partner in the overall management of your assets.
We have a deep respect for the wealth you have built and we are determined to make it grow and protect it. Over the years, our attentive listening and expertise has enabled us to gain the confidence of many wealthy families.
The Plante Group's policy is to restrict its services to a limited number of families. This allows us to offer monthly communication and develop a comprehensive financial plan for each of our clients, while maximizing our time dedicated to research and financial analysis, resulting in the most optimal results.
Our holistic approach includes all aspects of wealth management and allows us to maximize your assets while minimizing risk.
Address & Contact
- Street:
- 1 Place Ville-Marie, Suite 1700
- City:
- Montreal
- State:
- QC
- Phone:
- 514-412-2236
- Website:
- www.plantegroup.ca
- Category:
- Investment Management Company