Company Summary

At Montag Private Wealth, we believe nothing is static and build our client portfolios using the same thoughtfulness and reevaluation that our clients undergo in their business and lives. We are driven by our passion for finance and client service. We know that change is constant and adaptation is a necessity. Staying sharp, generating thoughtful investment ideas, relentlessly doing research and being proactive is our commitment to you. Successful investing is a journey, not a one-time event.

Our active and independent approach means that we are unconstrained by conventional practices and can go beyond the limited opportunities offered by some larger players, namely banks. We are driven by investment research and implement individualized strategies using financial tools to deliver risk-adjusted results based on both traditional and alternative assets.

Source: Montag Private Wealth

Unique Value Proposition

Many wealth managers have specific financial products and services that they must offer you, but our firm has the freedom to tailor our selection in order to meet to your individual needs. Moreover, we believe achieving better results sometimes means that you need to explore different offerings. For instance, no one dictates our investment style or forces us to follow a prescribed market index. Traditional thinking in terms of asset allocations does not confine us; on the contrary, our approach is broader and less basic, and more importantly, constructed using common sense. This autonomous management style gives us the power to assess every asset that could contribute to your portfolio’s performance.

Source: Montag Private Wealth

AUM ($Bil)


Year Founded


Key Personnel

Carl Martel


Toronto Office:
First Canadian Place
100 King Street West, Suite 5700
Toronto, ON M5X 1C7

Montreal Office:
600 boul. de Maisonneuve Ouest, bureau 1700
Montréal, QC H3A 3J2

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