Summit Private Wealth

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Summit Private Wealth Highly disciplined private wealth management firm committed to providing tailored financial solutions.

Summit Private Wealth is a leading multi-family office built on a vision of providing innovative financial solutions, premier advisory services and a commitment to filling a void in the financial planning industry. Collectively, we bring over 95 years of experience from a wealth of diverse backgrounds ranging from Engineering to Finance. As such we bring a structured and disciplined process to wealth management.

10/17/2026

FP Answers: Even if you have no plans to retire, here’s how working Canadians can potentially reduce taxes and manage OAS clawbacks.

10/16/2026

Uncertainty can make parents wonder whether it’s worth putting money into an RESP in the first place.

10/15/2026

AI won’t give you an edge if it just helps you move faster — it’s how you use it to think, decide, and scale that separates winners from the rest.

10/14/2026

Three experts agree family control, not money, is what risk analysis misses; they back an index scoring governance, learning, resources, and competitiveness.

10/13/2026

Bloomberg News Editor-in-Chief Emeritus Matt Winkler explains what is behind Canada's investment boom.

10/12/2026

From lower federal tax rates to new tax credits and homebuyer incentives, here are the key 2026 tax changes Canadians should know.

10/11/2026

Learn the signs of a "vacation hangover" and tips to ease the abrupt shift from relative freedom back into sustained attention, decision-making, and problem-solving.

10/10/2026

Two policy decisions may have ended the liquidity squeeze that had weighed on equities, bonds and precious metals.

10/09/2026

The Globe spoke with Dr. Owen about executive function and why he thinks everyone should be thinking more ... about thinking.

10/08/2026

The digital environment makes it so easy to spend money. The key is to put a little friction between us and our purchases.

Adresse

1501 Avenue McGill College, Suite 1670
Montreal, QC
H3A3M8

Heures d'ouverture

Lundi 9am - 5pm
Mardi 9am - 5pm
Mercredi 9am - 5pm
Jeudi 9am - 5pm
Vendredi 9am - 5pm

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