“As safeguards of your wealth, we leverage decades of experience as managers, industry-leading discipline as investors, and an unparalleled commitment to results in order to help you accomplish your goals.”
– Benoit Legros, Senior Portfolio Manager & Wealth Advisor
Experience. Discipline. Results.
Safeguarding your hard-earned wealth is a difficult art to master – it requires decades of industry experience, an unmatched level of discipline, and a deep commitment to attaining results. At Benoit Legros Group, we settle for nothing less.
Client-first, team-oriented
At Benoit Legros Group, we focus on providing you a premium and efficient service in all aspects of your wealth. To us, that means expertly coaching you through the complexities of your financial situation by leveraging our unique experiences, expertise, and connections for your benefit – always.
Benoit Legros
Tricia Dinan
Sophie Deschatelets
Carlo Anthony Crisalli
Suzana Maljkovic
Mario Yazbeck
Julie Gagnon
Daniel Leduc
Jackson Richards
Amanda Colella
Kathleen Williamson
Investment management
Our objective: Optimizing your return relative to risk
As masters of the art of safeguarding your wealth, we ensure your investments are perfectly integrated and aligned with your wealth plan. And with our investment process backed by Private Investment Management, RBC’s premium portfolio offering, we ensure you and your family can reap the rewards of your hard work while mitigating the potential risk of your investments over time.
Pre-selection
We thoroughly, thoughtfully, and systematically evaluate a wide range of international securities, identifying high-quality companies that meet our strict in-house selection criteria.
Analysis
We carefully analyze our selection, pinpointing companies that trade below their intrinsic value and researching the fundamental data from multiple trusted sources to ensure no stone is left unturned.
Execution
We build you a portfolio consisting of 25 to 50 hand-selected stocks, incorporating risk mitigation strategies, like diversification and asset allocation, to protect your hard-earned wealth.
Monitoring
To ensure we optimize your risk/reward ratio, we keep a finger on the pulse of the markets and actively monitor the evolution of your investment portfolio, rebalancing and making adjustments along the way.
Private Investment Management
Personal attention
Benefit from the attention, expertise, and knowledge of your personal portfolio manager, one of a select group of investment advisors who have achieved the highest credentials an investment professional can achieve.
Portfolio customization
Get a truly customized portfolio based on your unique Investment Policy Statement (IPS), a document that meticulously outlines your return expectations, income requirements, risk tolerance, time horizon, and other preferences.
World-class research
Reap the benefits of world-class research informing every investment decision, combining our own in-depth analyses with that of leading senior economists, portfolio strategists, and other experts across RBC and beyond.
Regular reporting
Keep informed on your progress through regular, in-depth reviews and reporting from your investment team, carefully detailing portfolio activity, the current market value of all your positions, and a quarterly rate-of-return calculation.
wealth management
Our objective: Maximizing your family wealth assets
At Benoit Legros Group, we believe a truly comprehensive plan that safeguards your wealth requires a deep understanding of your unique financial situation. That’s why we listen intently to your needs and personalize our solutions to your goals, ensuring we optimize the value of your family wealth every step of the way.
Our process
Listen intently
A truly personalized wealth plan starts and ends with you. Leaning on our client-first approach, we listen intently to your needs and ensure we have a deep understanding of who you are and what you hope to achieve.
Present a plan
With your short- and long-term goals as our guide, we carefully curate a comprehensive wealth plan to help you capitalize on opportunities and overcome challenges as simply and efficiently as possible.
Connect you to partners
We ensure you’re never alone in your financial journey, connecting you to the right support when you need it by leveraging our vast network of partners to provide expertise in all relevant fields.
Adjust accordingly
As your needs, goals, and priorities change, so does your plan. That’s why we walk alongside you every step of the way, keeping in close contact with you while seeking ways to optimize your after-tax family wealth.
Wealth services
We take a “whatever you need, whenever you need it” approach to managing your wealth. That means leveraging decades of financial services expertise in order to provide industry-leading advice in all aspects of your wealth, from investment management to retirement planning and beyond.
Coordinating banking needs
Retirement and financial planning
Managing your investments
Will and estate planning
Risk management
Charitable giving
Managing family wealth
Protecting your estate
Minimizing taxes
Educating the next generation
Optimizing business wealth
Providing wellness resources
Community involvement
Dedicating our time, energy, and resources
At the Benoit Legros Group, we strive to be a force for good – not only in the lives of our clients, but in the communities in which we live and work. That’s why we’re proud to dedicate our time, energy, and resources to organizations that are near and dear to our hearts.
Investing in the well-being of youth across Québec, advocating for their protection, and providing resources that complement government funding initiatives.
A global leader in the search to end Type 1 diabetes (T1D) through scientific research, progressive treatment, and life-changing advocacy.
A men’s shelter located in Montreal, Québec working to prevent homelessness, move towards reaffiliation, and provide long-lasting stabilization.
client corner
Offering quick access to the resources you need
Our dedication to client-first service extends to the team insights, educational guides, and helpful resources that we invite you to explore below. Should you have any questions, please contact us and we would be happy to help.
Educational guides
Family wealth guide
10 key strategies to help you protect your assets and maximize your estate.
Estate planning guide
Discover how to reduce taxes, simplify the transition of assets, and protect your family.
Tax reporting guide
Find important dates and required information for your annual tax return.
DS statement guide
Learn how to read and interpret your DS statement(s) and account activity page(s).
Financial planning facts
Explore TFSA contribution limits, RRSP deduction limits, and other handy facts.
Helpful tools
Benoit’s outlook
You’re passionate about your goals. We’re passionate about helping you achieve them.
Phone:514-878-7112