Groupe Groleau Chaput of RBC Dominion Securities
Family wealth management
So that your values stand the test of time as much as your assets.
Using a personalized approach, rigorous investment discipline and tailor-made portfolios, we work with you to develop a strategy that reflects your image and is aligned with your and your family’s reality. By focusing on multigenerational planning, we build with you a future where each generation is equipped to preserve and grow your wealth with meaning and responsibility.
Because preparing for the future also means giving future generations the tools to perpetuate what you’ve started.
Meet Groupe Groleau Chaput
We believe that wealth is much more than a sum of assets: it is a vehicle to transmit values, convictions, and a vision of the world.
Advice that goes further
Our team brings together professionals with diverse skills and experiences—financial planning, law and taxation, business succession, family governance and more. Their combined expertise transforms your goals into concrete strategies.
Building much more than wealth.
Our approach is based on the simple conviction that the success of a wealth management strategy depends as much on the method as on the relationship.
We combine rigour, expertise and a human touch to create sustainable, consistent solutions tailored to each family.
Our Investment Philosophy
A rigorous and structured approach.
We believe in discipline, not chance.
Guided by a structured approach and a defined strategy, we apply institutional investment principles designed for stability, performance, and tax efficiency. You’ve worked hard to build your wealth—we take the responsibility to manage and grow it with discernment seriously.
Core Investment Principles
Institutional-style private portfolio management
Investment policy statement: Specific goals and clear guidelines for peace of mind.
Tailor-made strategies: A consistent approach that takes into account your overall assets and the effectiveness of each type of investment.
Exclusive partnerships: Access to external institutional managers, reserved for a select clientele.
Rigorous monitoring: Transparency and continuous performance monitoring.
Multigenerational Wealth Transfer
Our FEA-certified approach emphasizes family values and an intergenerational vision of wealth.
Our areas of intervention
Family mission statement: Clarify the values and intentions that will guide future generations.
Succession planning support: Advice from a dedicated advisor to your children, training and mentoring to pass on the values, financial understanding, and asset responsibility necessary for a successful transition.
Estate planning: Effective and tax-optimized strategies for a smooth transfer.
Integrated Family Office Services
Coordination and consistency
Integrated collaboration: Joint work with your professionals (tax specialists, notaries, accountants, etc.).
Coordination role: Serving as a cornerstone or quarterback to ensure consistency and implementation of the overall vision.
Smooth communication: Ensuring alignment and continuity between all advisors involved.
Strategic Philanthropy
Strategic support: Structuring your donations and commitments based on your values and family goals.
Lasting impact: Maximize the social and fiscal reach of your philanthropic initiatives.
An Enduring Relationship
Our commitment goes far beyond strategy. We are by your side with regular contact, constant follow-up, and planned meetings to adjust our recommendations to changes in your life, your family, and your goals.
Peace of mind: Your wealth is monitored, protected, and managed with diligence, transparency, and consistency.
Access to top skills: A multidisciplinary team that brings together the best advice and strategies.
Interesting articles
Here are some articles on wealth management that you may find helpful. Contact our team to find out more.