Summit Private Wealth

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.

07/18/2026

When bond markets start reminding us of the Global Financial Crisis, investors need to protect themselves.

07/17/2026

What inflation, investment return, and life expectancy assumptions should Canadians use for retirement planning?

07/16/2026

Tenets of behavioral finance can help soothe investors who are worried global events could derail their long-term financial plans.

07/16/2026

Many parts of Ontario, including the Greater Toronto Area, are under an Environment Canada air quality warning as smoke from wildfires in northwestern Ontario drift south.

07/15/2026

Most people spend decades planning for the financial risks of retirement. Almost no one plans for the social ones.

07/14/2026

Canada’s summer job market is slowing down, with fewer openings and rising youth unemployment challenging young workers.

07/13/2026

Testing the productivity strategies in Laura Vanderkam’s Big Time, and learning to live a life of abundance.

07/12/2026

Ten weeks into the Iran war, one big mystery remains: with the Strait of Hormuz closed and millions of barrels of oil disrupted, prices are elevated—but still far below the spike many analysts predicted.

07/11/2026

Here are a few concerns that might be lurking in the background of the economy and markets.

07/10/2026

By the time the end of the school year nears, many parents have already spent months planning where to stick their kids for the summer.

Address

1501 Avenue McGill College, Suite 1670
Montreal, QC
H3A3M8

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

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