Our wealth management services

1642 Capital

Our wealth management services

We work with families and individuals facing complex wealth situations. This focused approach allows us to provide in-depth support, aligned with the objectives specific to each client.

Our wealth management services

Portfolio diagnostic

An independent, structured analysis of your financial situation: alignment with your objectives, risks, opportunities, fees and taxation. This overview allows you to identify possible improvements and the next decisions to consider.

Integrated portfolio management

Discretionary, diversified mandates adjusted to your risk tolerance and your liquidity needs. Each mandate takes your full financial and tax situation into account, so that you never have to coordinate between multiple parties.

Specialized investments

Tailored mandates designed to complement an existing portfolio or to access targeted opportunities. Our team defines a specialized strategy with you, aligned with your overall situation.

Support for Family Offices

Beyond portfolio management, we provide advisory services to address specific areas of expertise: governance, estate planning and the coordination of multiple mandates.

Our approach to wealth management

An approach that combines institutional rigour with the craftsmanship of private wealth management. We integrate a global market perspective with each client’s objectives in order to build tailored solutions.

I

Aligned with your interests

Our independence allows us to recommend the most appropriate solutions with complete objectivity, free of conflicts of interest and of in-house product constraints.

II

Flexible and responsive

A human-scale structure that allows us to act with discernment and to adapt our solutions to opportunities, constraints and the evolving wealth needs of our clients.

III

Attentive to your needs

Every mandate begins with a detailed understanding of your reality, your objectives and your constraints. Listening first allows us to build solutions consistent with your vision, your values and your investment horizon.

IV

Collaborative

We work hand in hand with your advisers, your family or your internal teams. This collaboration supports smooth, consistent and well-coordinated execution.

1642 Capital

An independent wealth management firm based in Montréal, building investment strategies for clients whose wealth situations require a bespoke approach and sustained attention.

More than 20 years of experience by your side

A team whose expertise has been forged through complex wealth management mandates, across different corners of the investment world.

A stable and specialized team

Portfolio managers and analysts dedicated exclusively to wealth management, some of whom have supported our clients for more than a decade.

Regulatory oversight

642 Capital is registered with the Autorité des marchés financiers (AMF) of Quebec as a portfolio manager and exempt market dealer, and with the Ontario Securities Commission (OSC) as a portfolio manager.

Team overview

The strength of our service rests on the people who deliver it every day.

Meet the 1642 Capital team
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FAQ

You have worked hard to acquire your wealth; it is only right that it do the same for. Coordinated management of all your assets (investments, real estate, business interests, taxation, philanthropy, succession) under a single coherent strategy is far more likely to achieve your objectives.

Let's discuss your ambitions.

Let's discuss your ambitions.

Every family’s wealth has a story.

Our professionals are here to listen and to build a strategy equal to your objectives.

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