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What We Do and How We Can Help

 

For many people, it’s hard to find the time, resources, and expertise to confidently build, manage, and protect their wealth. It can be even more difficult to know how to integrate personal values, family needs, and business finances into a well-thought-out financial plan. At Montag Private Wealth, what matters most is your story, your goals, and your needs. While we love to share our passion, provide financial education, and create plans for your financial future, our top priority is to listen to you carefully. To us, you are not just another client. You are our client, and we care.

 

Who We Are

Montag Private Wealth is an independent wealth management and financial planning firm servicing the Greater Toronto and Montréal Area. We are proud to be independent and believe in building customized, comprehensive financial plans and investment portfolios that fit our clients’ needs. We are not required to sell certain products and are not motivated by kickback commissions. Instead, we are fiduciaries who work in your best interest, putting your needs ahead of our own or those of any other institution.

At Montag Private Wealth, you are in direct contact with the person who manages your money Not only will you not deal with middlemen or sales people, but our management and compensation fees are competitive and transparent. Your money is safeguarded by our custodian, NBCN Inc., a subsidiary of National Bank of Canada which is one of the sixth largest banks in Canada. The firm and the portfolio manager are registered with the financial authority bodies in Ontario and Québec.

Who We Serve

We focus on serving individuals, families, real estate owners, and business owners. We understand that investing money is more a journey than a destination, and we are here for our clients each step of the way, helping them stay focused on their long-term goals during turbulent economic times.

 

Clients choose us because we share the same desire to build wealth while protecting capital and managing risks. Clients know that it takes time, planning, and knowledge to achieve financial goals. This is why a service-oriented partner like Montag Private Wealth can help you on your journey. We believe we offer a level of service that can meet high demand. With both a comprehensive long-term financial plan and a customized investment portfolio, you will be on the right path to achieve your financial goals.

How We Can Help

We work with our clients at all stages of wealth creation. As you go through life, your financial situation often changes, requiring you to reevaluate. We are here to walk you through the decisions that arise when you experience the following life milestones:  

 

  • You change jobs or receive a promotion

  • You lose your job

  • You get married or divorced

  • You have a baby

  • You buy a new house

  • Your child graduates high school or gets married

  • You draw closer to retiring

  • You sell your business

  • You want to leave money to others or a charitable cause

 

At Montag Private Wealth, we believe that research is the foundation of successful investment. Research helps us stay unbiased and objective, keeping emotions at bay. We use this research to customize portfolios to our clients’ risk levels and leave no stone unturned when it comes to protecting your investments. Our investment philosophy results in confidence and peace of mind that your money is in good hands.

How to Get Started

If you’re interested in working with someone who puts you first and works with you to build a strong financial future, Montag Private Wealth is for you. If you are looking for a new advisor or wanting a second opinion, call our office at 877-292-0009 to schedule a virtual or face-to-face meeting. No matter where you are in life, we can help.

About Carl

Carl Martel is the president and portfolio manager of Montag Private Wealth. Along with more than 15 years of capital market experience and 10 years of experience in real estate hard assets, he is a Chartered Investment Manager® and hold a Certificate in Derivatives Market Strategies from CSI Global Education, a Masters of Science from Laval University, and an MBA from l’Université du Québec à Montréal. A focused and pragmatic, results-oriented investment professional and entrepreneur, he specializes in serving the unique financial needs of high net-worth individuals and families, foundations and endowment funds, and business owners. To learn more, visit http://montagprivatewealth.com/ or connect with Carl on LinkedIn.