Brief:
We are a highly disciplined wealth management firm committed to providing tailored financial solutions to high net worth clients. At Summit Private Wealth we see things from a different perspective, and we guide you to new heights.
History:
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.
Vision:
Summit’s vision is to be the most professional family and business advisory practice in the world. Our primary commitment will be financial stewardship towards our clients and their families, and as their confidant, bring unparalleled leadership in providing tailored wealth management services to high net worth individuals.
Mission:
Summit’s mission is to help our clients and their families attain financial peace of mind. We accomplish this by providing quality care and support especially in periods of uncertainty, adding value by planning with a team of professional experts, and by implementing simple and sensible strategies to help them reach their financial goals.
Company Details
- Employees
- 3
- Founded
- -
- Address
- 1501 Av. Mcgill College, Suite 1670, Montreal,qc H3a 3m8,canada
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- summitpw.com
- Keywords
- Financial Planning, Investment Planning, Corporate Planning, Tax Planning, Retirement Planning, Estate Planning.
- HQ
- Montreal, QC
Summit Private Wealth Questions
Summit Private Wealth's website is summitpw.com
Summit Private Wealth's LinkedIn profile is https://ca.linkedin.com/company/summit-private-wealth
Summit Private Wealth has
3 employees.
View email and phone details for 3
employees at Summit Private Wealth.
Summit Private Wealth's industry is
Financial Services
Summit Private Wealth's top competitors are
Summit Wealth Partners,
Mirapath, Inc.,
Exacta Land Surveyors Llc,
Elsa Lex,
Avertiss Real Estate,
Liberty Legal,
Le Petit Guide Fiscal,
Moonlit Agency,
Uni Consultants-Study Abroad,
Mandeville Private Client Inc..
Summit Private Wealth's categories are Financial Services
Summit Private Wealth's founding year is 2010
