Altium Wealth Architecture

Altium Wealth Architecture

Investment-Management

Montreal, Quebec
Canada
Website
Company Tagline

Independent Multi-Family Office helping families to protect their wealth and their legacy.

Industry Category
Investment-Management
Company Description

Altium Wealth Architecture is a leading investment management firm dedicated to providing comprehensive family office services to individuals, families, and foundations throughout Québec and Canada. Located at 1130, Rue Sherbrooke Ouest, Bureau 400, Montreal, Quebec H3A 2M8, CA, Altium Wealth Architecture focuses on delivering a holistic approach to wealth management that encompasses the family, investments, and business dimensions. Altium Wealth Architecture helps families protect their wealth and legacy through tailored strategies.

With a commitment to understanding the multi-dimensional nature of wealth, Altium Wealth Architecture offers expertise in coordination de patrimoine, portfolio management, and financial planning. Altium Wealth Architecture strives to create enduring value for its clients, solidifying its position as a trusted partner in wealth architecture. Their services include wealth management, investment management, and wealth coordination to help clients achieve their long-term financial goals.

Altium Wealth Architecture continues to build upon its reputation for excellence, focusing on client-centric solutions and innovative approaches to wealth management. We invite the manager of Altium Wealth Architecture to create a customized and exclusive company showcase and product listing on our platform to further enhance your market presence.

Altium Wealth Architecture est une firme de gestion de placements de premier plan qui se consacre à fournir des services complets de bureau familial aux particuliers, aux familles et aux fondations partout au Québec et au Canada. Située au 1130, rue Sherbrooke Ouest, bureau 400, Montréal, Québec H3A 2M8, CA, Altium Wealth Architecture se concentre sur la prestation d'une approche holistique de la gestion de patrimoine qui englobe la famille, les investissements et les dimensions commerciales. Altium Wealth Architecture aide les familles à protéger leur patrimoine et leur héritage grâce à des stratégies sur mesure.

Fidèle à sa volonté de comprendre la nature multidimensionnelle du patrimoine, Altium Wealth Architecture offre une expertise en matière de coordination de patrimoine, de gestion de portefeuille et de planification financière. Altium Wealth Architecture s'efforce de créer une valeur durable pour ses clients, consolidant ainsi sa position de partenaire de confiance en matière d'architecture de patrimoine. Ses services comprennent la gestion de patrimoine, la gestion des investissements et la coordination du patrimoine afin d'aider les clients à atteindre leurs objectifs financiers à long terme.

Altium Wealth Architecture continue de miser sur sa réputation d'excellence, en se concentrant sur les solutions axées sur le client et les approches novatrices en matière de gestion de patrimoine. Nous invitons le gestionnaire d'Altium Wealth Architecture à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin d'améliorer davantage votre présence sur le marché.

Key Personnel / Employees
Clément Chenneveau MFin CIM® Sam Younès MBA CFA Alexandre Bellefleur CIM® Caroline Miller

Compare Companies Side by Side

Compare Altium Wealth Architecture with 3 companies in Investment-Management

4 Companies
Comparison Field
Altium Wealth Architecture
Altium Wealth Architectur...
Main Company
Oneforest Investment Management Ltd.
Oneforest Investment...
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Three Oaks Wealth
Three Oaks Wealth
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Foster & Associates Financial Services Inc.
Foster & Associates...
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Founded Year
2021 2014 1994
Company Size
1 employee 2-10 11-50
City
Montreal, Quebec Victoria, British Columbia Toronto, Ontario
Country
Canada Canada Canada
Skills & Keywords Comparing with main company
18 Total Skills
Wealth Management Investment Management Family Office Services Financial Planning Portfolio Management Wealth Architecture Investment Strategies Coordination de patrimoine Education Gestion d'investissement Gestion de patrimoine Planification financière Architecture de patrimoine Gestion de portefeuille Éducation Wealth Coordination Multi-Family Office Bureau des affaires familiales
1 Total 1 Unique
Unique Skills:
Retirement Planning
2 Total 2 Unique
Unique Skills:
Retirement Plan Services Retirement Planning
3 Total 3 Unique
Unique Skills:
Brokerage Investment Dealer Private Placements
4
Total Companies
1994
Oldest Founded
1
Countries
23
Unique Skills

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Alternative Company Names

This company is also known as

Altium Wealth Architecture 奥腾财富架构 ऑल्टियम वेल्थ आर्किटेक्चर هيكلة الثروة ألتيم