Have a strong and sustainable financial life

We are a team of experts specializing in wealth management for a large number of families throughout Quebec.

We build and apply a concrete plan of actions that will help you improve your finances while considering your life goals, assets and liabilities, investment style, expectations in terms of financial independence, as well as any need you may have related to succession and philanthropy.

5 reasons that distinguish the Plante Group

We offer tailored solutions from a wide scope of investment choices.

As we work with a brokerage firm, we have access to all types of market investments. Such a great deal of latitude, combined with our know-how, allows us to build portfolios suited to your personal situation, investment preferences and social values.

Our portfolio management is discretionary.

By delegating your day-to-day investment decisions to us, we can act quickly when opportunities arise in the markets. As a result, you can go about your business with peace of mind. As we trade for all of our clients’ accounts simultaneously, everyone is treated fairly.

We can meet at your convenience.

You can schedule virtual meetings online, by telephone or in person at the time, frequency and location that suit you best.

We are a one-stop shop for all your financial needs.

You can rely on our support for all your needs, including banking, financing, taxation, risk management, business advice, estate planning and philanthropy. We also work in partnership with professionals from related sectors to optimize your finances as a whole. Furthermore, we ensure that you make sound financial decisions by offering tailored financial coaching.

We are transparent about our fees.

The structure of our fees is simple and without any surprises. We also offer fee reductions as your assets, and your family’s assets, grow.

Take charge of your financial future

“Dedicated, seasoned team of experts, responsive to their customers’ needs and interest! Thank you for your excellent service :-)”

Marie-France Laperrière
Client since 2016

“Professional, dedicated team. We are always provided with clear explanations on sensitive market situations. Always attentive to clients.”

Pierre Smith
Client since 2010

“A personalized service with extraordinary follow-ups. (…) I was pleasantly surprised with the amount of time they invested for me and with the research conducted to ensure that my needs were met.”

Jean Nolin
Client since 2015

“A team that listens to its clients. Congratulations for your initiatives… A proactive professional partner.”

Marie-France Dragon
National Bank Partner
since 2015

Media appearances

La Presse
TVA
ICI RDI
Les Affaires
Le Devoir
Le Journal de Montréal
The Globe and Mail
ICI Première
Icone Prix
2018 Investment Advisor Award

Montreal Region
National Bank Financial

Icone Prix
2017 Social Responsibility Award

National Bank Financial

Icone Membre
Member of the President’s Club

National Bank Financial

Icone Nomination
Nominated for Canada’s Top 40 Under 40

Canadian Security Traders Association

Icone Nomination
Young Guns Nomination

Wealth Professional

Icone Membre
“Top of the Table” Qualified Member

Million Dollar Round Table Association

Secure your financial future

Talk with one of our wealth management experts