Private wealth management is intended for clients with assets of more than $200,000 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
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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.
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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.
