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.

10/26/2026

Across a swath of goods – from home appliances to baby cribs, cashmere turtlenecks, Coca-Cola and pickup trucks – Canadian prices are consistently lower than those in the U.S.

10/25/2026

People often need to weigh the benefits of realizing taxable income today against deferring taxes to the estate later.

10/24/2026

MapQuest’s refusal to rename Lake Ontario has made the navigation app an unlikely mascot of the resistance to Trump’s penchant for renaming geographical features.

10/23/2026

Building wealth through business ownership means creating more than income. Learn how women entrepreneurs can turn their businesses into valuable assets.

10/22/2026

FP Answers: If the children are conflicted, you may want to consider a relative or a neutral executor who lives near you.

10/21/2026

As hiring has declined across nearly every field, new data suggests that liberal arts graduates may be best suited to adapt.

10/20/2026

Falling real estate prices have left some homes underwater, with the wealthiest co-owner often left holding the bag.

10/19/2026

Most of us haven't set foot in a bank vault, but many of us still have the instinct: important documents and prized possessions belong somewhere locked away.

10/18/2026

Bezos’s latest deal reflects a Buffett-like investing approach: think in years, defer gratification, and let patience become an edge.

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.

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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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