Private wealth management

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Finaplus offers distinctive advisory services to wealthier clients and business people through exclusive solutions and preferential rates. Our experts are there to help you implement financial and tax strategies tailored to your needs and your personal or corporate situation while collaborating with your other professionals already present.

• Financial Education
  
• Tax planning
  
• Active wealth management in private mandate
  
• Retirement planning
  
• Estate planning

Our added value

• ​Distinctive Consulting Service
  
• Preferential pricing
  
• Private investment solutions
  
• Exclusive Investment Funds
  
• Consultation with tax expert for tax advice
  
• Impartial advice and no conflict of interest
  
• Personalized support
  
• Active management of your investment portfolio
  
• Network of trusted and reputable professionals

Preferential pricing and eligibility

Preferred rates apply to management and administration fees when the account balance reaches $ 100,000 *. Fees decrease further when assets reach $ 500,000, $ 1 million, $ 2.5 million and $ 5 million. Preferential rates are also available to family members, even those living at a different address.
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* The minimum account balance to qualify for private management solutions depends on the qualifying rules of the private investment fund partner.

Our partners in private wealth management

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