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.

06/24/2026

It was not only the largest maple bond the market has ever seen, but also the largest corporate bond ever issued in Canada’s history.

06/23/2026

Helping a parent prepare for retirement can feel overwhelming, especially when pensions, CPP, OAS and investment savings all need to work together. For families facing health concerns and an earlier retirement timeline, asking the right questions matters.

06/22/2026

How to use AI strategically to turn a business idea into a real company faster, without relying on it blindly or making costly early-stage mistakes.

06/21/2026

Entrepreneurship is about more than just strategy and capital. Here's how emotional regulation and discipline transform a chaotic startup into a resilient system.

06/20/2026

Discover the key differences between saving and investing and how your choice impacts your ability to retire. Learn how to balance these to retire comfortably.

06/19/2026

Entrepreneurship prepared me for many challenges of parenthood, but raising children ultimately changed how I think about success, legacy and time.

06/19/2026

Suite of digital tools helped people resolve more tax-related issues online, reducing pressure on its call centres, agency says.

06/18/2026

Our dads can be an enigma. Here's some advice on how to understand our fathers better, even if they’re gone.

06/18/2026

Here's what you should understand before you start your own business.

06/17/2026

It is becoming increasingly clear that we are operating in a K-shaped economy, where the lived experience of Main Street is diverging sharply from the reality reflected in markets. But there are ways investors can shift exposure away from areas most sensitive to strained consumers.

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

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