About us
A team united by trust and excellence
At Diligence, every member of our team shares the same belief: wealth management is not just about numbers, it is based above all on strong human relationships. We work closely together, in an atmosphere of mutual trust, to offer rigorous, transparent, and deeply personalized support to each of our clients.
Our strength lies in the complementary nature of our expertise and our shared commitment to excellence. Whether you want to plan for major life events, protect your family, or grow your wealth, we put our expertise to work to help you achieve your goals. Every decision is made with care, in line with your values and long-term vision.
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25+ years of experience
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+10G $ in assets under management
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+1200 financial plans developed
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+500 clients served
A vision driven by solid values
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Our mission
Our mission is clear: every day, we strive to help our clients build their financial future, taking into account their family aspirations and personal goals. We are committed to recruiting young advisors at the beginning of their careers and teaching them how to build their own individual relationships within our organization.
Diligence Wealth Management offers its clients services across Canada from its two offices located in Montreal and Quebec City. Our core values of diligence, authenticity, transparency, and trust unite us all and guide our approach.
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Our values
At Diligence Wealth Management, we believe in a future where every client is guided in achieving their financial goals, supported by a dedicated team and unparalleled expertise.
Meet the team
Behind every well-thought-out strategy are passionate, attentive people who are deeply committed to your success. Discover the experts who put their expertise to work to give you peace of mind.
Ready to create a portfolio tailored to your needs?
Your financial goals are unique, and your investment strategy should be too. Let's work together to create a personalized portfolio designed for your future.