Our mission is to grow, sustain and protect our clients’ wealth through exceptional investment management and client service. However, the true cornerstone of our business is trust. We recognize that investors have many options when it comes to whom they choose to manage their wealth. Earning your trust begins with our commitment to always operate with utmost integrity and transparency. Palos Wealth Management Inc. and Palos Management Inc. offer financial services in Canada and the U.S., including independent wealth management and multi-client family office services, management of private and public funds, and merchant banking service.
Sur place · Montréal
Lead client relationships by developing customized Investment Policy Statements and managing a book of business. Implement and rebalance model portfolios within Separately Managed Accounts while driving new asset growth.