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.

06/02/2026

Map out your summer spending before it sneaks up on you. Summer spending isn’t usually one big expense; it’s a series of smaller “yes” decisions that add up.

06/01/2026

From 'The market climbs a wall of worry' to 'Sell in May and go away', here's how 5 investing axioms stand up.

05/31/2026

Make sure you are using official channels to talk with an airline and not an impostor.

05/30/2026

Economic theory identifies three ways households can build resilience against a negative income or wealth shock.

05/29/2026

The good news is that teens are highly interested in investing. The bad news is that they can be exposed to a horde of online influencers peddling dubious advice about how to go about doing it.

05/28/2026

Prediction markets are booming. They also face a widening legal battle with US states and criticism over alleged user insider trading. Here’s how they got so controversial.

05/27/2026

Financial stress comes from a trigger; financial anxiety lingers even without one.

05/26/2026

The Sunrise expansion would add 300 million cubic feet per day of transportation capacity.

05/25/2026

The U.S. stock market’s quick rebound this month may be fragile, but riding out the market’s disconcerting waves has been a sound strategy.

05/25/2026

Some sole proprietors can struggle to get their books organized in time.

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

https://www.linkedin.com/company/summit-private-wealth, https://www.youtube.com/@summitpw, htt

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