MR — Wealth Management & Group Solutions
Your wealth tells the story of your journey. We help you grow it, protect it and pass it on, in harmony with your personal and entrepreneurial ambitions.
Relationships that inspire trust
MR Gestion de patrimoine is a member of the SFL Gestion de patrimoine network.
The SFL Gestion de patrimoine network is a partner of Desjardins.
Groupe Censeo is the business partner of MR Solutions collectives.
01A holistic view of wealth
It is built through your decisions, your ambitions and your commitments. At MR, we see your personal, family and business wealth as one inseparable whole.
For you. For your wealth. For your business.
03Two worlds. One vision.
Personalized strategies to structure, protect and grow your wealth at the pace of your life.
Smart, flexible group solutions that support your employees and contribute to the long-term success of your business.
04Our approach
Methodology — four stages
Analysis of your situation and risks
Design of a personalized strategy
Implementation of solutions
Ongoing monitoring and adjustments
05Beyond business
The MR Series — Exclusive gatherings
Because the most enduring business relationships are nurtured by trust and shared experiences, the MR world extends beyond financial advice.
3 to 4
experiences a year, by invitation only. A deliberately small circle of entrepreneurs, professionals and clients.
“A private club rather than an events calendar: every gathering is designed for those who build.”
Discover the MR world06Human expertise
A multidisciplinary team of entrepreneurs serving entrepreneurs — wealth, tax and group solutions advisors united by a single, holistic vision.
Meet our team
08Get in touch
Every journey is unique. Let us take the time to understand yours.
