Private wealth management is intended for clients with assets of more than $150,000 to invest who are looking for a complete and performing solution.
Our clients include:
- Entrepreneurs and company officers
- Holders of registered accounts (LIRA, RRSP, TFSA)
- Professionals, artists, and athletes
- Second generation wealth inheritors
- Private institutions and companies
The private wealth offering at Rivemont provides you with:
- Professional management with continuous monitoring
- Portfolio aligned to a precise investment policy
- Fiscal optimization
- Detailed monthly reporting
- Competitive management fees
- Access to an external multidisciplinary team able to help you with all your financial needs, such as financial planning, tax planning and accounting, etc.
Please do not hesitate to contact us so that we can assess your financial situation and recommend a personalized solution which reflects both your needs and investment goals.