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.
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.
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.
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.
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.

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.
No, there are significant differences. Institutions are often tied to their own financial products, which can create conflicts of interest. An open-architecture multi-family office acts independently and in a fiduciary capacity, coordinating all of your needs under one roof, with a duty to act in your interest alone. The industry has also evolved in favour of firms that combine institutional investment expertise with a command of private wealth structures, allowing them to offer solutions suited to each situation.
There is rarely a bad time. It becomes critical, however, when an event adds complexity to your financial situation: the sale of a business, a significant inheritance, rapid growth in your assets, the arrival of children or grandchildren, a change of tax residence, or simply crossing a certain wealth threshold. That said, the earlier the thinking begins, before complexity sets in, the more time the strategies put in place have to bear fruit.
Yes. In addition to our clientele of high-net-worth families in Montréal and internationally, our teams have extensive experience with institutional clients: foundations, Indigenous communities, religious communities, pension funds and other organizations with sophisticated financial needs. A fiduciary, independent, tailored and rigorous approach is as relevant for an institution as it is for a family.
Discover our other solutions
Asset protection
Trust administration and custody services to protect your assets, in Canada and abroad.
Specialized expertise
Asset protection in Switzerland, 360° financial reporting, financial planning and insurance, investor immigration, corporate accounting and corporate secretarial services. Targeted expertise, available within our group.