• Reach your full potential

    Reach your full potential

  • At the heart of your financial strategies

    At the heart of your financial strategies

  • Secure your financial situation

    Secure your financial situation

  • Reach your financial heights

    Reach your financial heights

  • Your financial

    Your financial "coach"

  • A safekeeper for your assets

    A safekeeper for your assets

Private managers

Our independent approach allowed us to create strategic alliances, enabling our clients to have access to some of the best private portfolio managers.  

This service is offered to wealthy clients with a minimum investment of $100,000. Unlike mutual funds, such clients directly hold investments selected by the manager. This dynamic approach will appeal to clients who wish to be an active part of the management or their assets, while having direct access to money managers. 

In accordance with our private money management mandates, your investments will be held via PEAK Transak and will be separated from other mutual funds investments. All private portfolio managers operate on a discretionary basis.

A focus will be given to your specific needs:

  • Succession planning
  • Trusts
  • Planned giving strategies
  • Tax optimization

 

Let us be the link to such solutions, optimizing the growth of your assets within your financial plan.

Home Your needs Private managers

SAVARD & ASSOCIATES

Financial Group

 

1080 Beaver Hall, Suite 002

Montreal, QC, H2B 3N3

Tel.: 514.489.9494

Fax.: 514.767.8084


425 avenue Mathers, Suite 103

St-Eustache, QC, J7P 0B4

Tel.: 514.489.9494

Fax.: 514.767.8084

 

 

   

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