Downtown Montreal East, Canada | Posted on 11/04/2024

We are looking for a key contributor to join our compliance team as a Compliance Manager based in our Montreal office.

Who we are

We are one of Canada’s longest standing fee‑only providers of integrated wealth management services to high‑net‑worth families. Since 1979, our team of trusted professionals brings together, under one roof, tax, accounting and financial planning advice at the deepest level, investment management and estate planning with family governance services to help successful Canadian families build and preserve their legacies. We are proud to have earned the rank of Trusted Advisor with our clients and to be a leader in the industry.

Who our clients are

Our experience and technical knowledge make us best suited to service clients with multiple needs, holding $2M and more in liquid assets, as well as Family Office clients with assets ranging from $20M to $200...