{"id":1674,"date":"2026-08-27T17:07:47","date_gmt":"2026-08-27T21:07:47","guid":{"rendered":"https:\/\/brightstonefinancial.ca\/solutions\/gestion-de-patrimoine\/"},"modified":"2026-09-21T14:38:00","modified_gmt":"2026-09-21T18:38:00","slug":"wealth-management-1642-capital","status":"publish","type":"solution","link":"https:\/\/brightstonefinancial.ca\/en\/solutions\/wealth-management-1642-capital\/","title":{"rendered":"Wealth management"},"content":{"rendered":"
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Our wealth management services<\/h2>\n <\/div>\n\n <\/div>\n\n
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Portfolio diagnostic<\/h3>\n\n
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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.<\/p>\n<\/div> <\/div>\n\n <\/div>\n <\/div>\n

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Integrated portfolio management<\/h3>\n\n
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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.<\/p>\n<\/div> <\/div>\n\n <\/div>\n <\/div>\n

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Specialized investments<\/h3>\n\n
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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.<\/p>\n<\/div> <\/div>\n\n <\/div>\n <\/div>\n

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Support for Family Offices<\/h3>\n\n
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Beyond portfolio management, we provide advisory services to address specific areas of expertise: governance, estate planning and the coordination of multiple mandates.<\/p>\n<\/div> <\/div>\n\n <\/div>\n <\/div>\n <\/div>\n\n <\/div>\n <\/section>\n\n\n

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Our approach to wealth management<\/h2>\n <\/div>\n\n
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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.<\/p>\n<\/div> <\/div>\n <\/div>\n\n

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Aligned with your interests<\/h3>\n \n

Our independence allows us to recommend the most appropriate solutions with complete objectivity, free of conflicts of interest and of in-house product constraints.<\/p>\n <\/div>\n

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Flexible and responsive<\/h3>\n \n

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.<\/p>\n <\/div>\n

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Attentive to your needs<\/h3>\n \n

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.<\/p>\n <\/div>\n

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Collaborative<\/h3>\n \n

We work hand in hand with your advisers, your family or your internal teams. This collaboration supports smooth, consistent and well-coordinated execution.<\/p>\n <\/div>\n <\/div>\n <\/div>\n <\/section>\n\n\n

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1642 Capital<\/span><\/h2>\n

An independent wealth management firm based in Montr\u00e9al, building investment strategies for clients whose wealth situations require a bespoke approach and sustained attention.<\/p>\n<\/div> <\/div>\n

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More than 20 years of experience by your side<\/h3>\n
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A team whose expertise has been forged through complex wealth management mandates, across different corners of the investment world.<\/p>\n<\/div> <\/div>\n

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A stable and specialized team<\/h3>\n
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Portfolio managers and analysts dedicated exclusively to wealth management, some of whom have supported our clients for more than a decade.<\/p>\n<\/div> <\/div>\n

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Regulatory oversight<\/h3>\n
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642 Capital is registered with the Autorit\u00e9 des march\u00e9s financiers (AMF) of Quebec as a portfolio manager and exempt market dealer, and with the Ontario Securities Commission (OSC) as a portfolio manager.<\/p>\n<\/div> <\/div>\n <\/div>\n <\/div>\n <\/section>\n\n\n

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Team overview<\/h2>\n \n
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The strength of our service rests on the people who deliver it every day.<\/p>\n<\/div> \n Meet the 1642 Capital team <\/a>\n <\/div>\n <\/div> <\/div>\n

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FAQ<\/h2>\n \n <\/div> <\/div>\n\n
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