Contact Us

We are positioned to provide clients with a suite of wealth planning solutions to attain their financial goals. Our clients are our priority! The relationships we build are built on the important pillars of trust, integrity and objectivity.

We look forward to assisting you.

Mailing Address

1002 Sherbrooke St. West, Suite 1200
Montreal, Quebec
Canada H3A 3L6

(514) 287-3697
(514) 350-7751



Get directions to our office located on Sherbrooke St. West.



Parking is readily available. Please call if you require more information.

We look forward to seeing you!

Name Position Phone
Roberto Pietracupa Senior Wealth Advisor & Director, Wealth Management (514) 287-3634
David Stewart Senior Wealth Advisor (514) 287-4541
Melanie Ireland Investment Associate (514) 287 3676
Grace Carrubba Administrative Associate (514) 287-3697
Karla Burgos Administrative Support Assistant (514) 287-2947
Melissa Baronello Administrative Associate (514) 287-4956