Groupe Lesage & Grenier of RBC Dominion Securities
Over 35 years of growing our clients' wealth
At the Center of Your Family's Financial Life
Each family has its own story, projects, and aspirations. Over the years, its wealth evolves: children grow up, a business develops, retirement approaches, and then comes the time to pass on what has been built.
At each of these stages, financial decisions take on particular importance. This is why our role is to act as your family's chief financial adviser.
We bring together the right expertise at the right time so that each financial decision fits within a coherent long-term vision. We manage your portfolio, planning, coordination, and monitoring of your wealth strategy so that it evolves at the same pace as your family, your wealth, and, when relevant, your business.
We believe that the value of a strategy rests as much on its design as on its implementation and monitoring over time.
Our objective is simple: to give you the peace of mind of knowing that important decisions are made with rigor, that your wealth is well managed, and that your family is supported at each stage of its evolution.
The Lesage & Grenier Group in Numbers
• Over 35 years in existence
• Over 300 families supported
• Over $1.4 billion in assets under management
• 10 specialized professionals capable of supporting multiple generations
• Access to over 30 specialists from the "RBC Family Office" service
• Supported by over 200 analysts and strategists from RBC Wealth Management's Portfolio Advisory Services teams, the RBC Strategic Investment Committee, and RBC Capital Markets institutional research services, located in 15 countries across North America and Europe, as well as in the Asia-Pacific region and the United Kingdom
A Team Built to Last
Over the years, needs evolve and challenges become more complex. This is why the Lesage & Grenier Group has built a multidisciplinary team bringing together specialists in portfolio management, financial planning, wealth optimization, and advisory services.
Our team works in close collaboration with the specialists of "RBC Family Office Canada" as well as with RBC's research resources, which include the country's largest team of analysts, economists, and strategists. These expertise enrich our understanding and allow us to approach each situation with a comprehensive perspective.
A strategy creates value only if it is supported over time. Our team is structured to ensure service continuity, rigorous execution, and lasting support for the families we advise.
How we work
Our Approach
A comprehensive vision. Coordinated expertise. Support that evolves with you.
The families we support are often well surrounded. They can rely on an accountant, a tax specialist, a notary, a lawyer, an insurance specialist, and several other trusted professionals.
The real challenge is not finding these experts. The real challenge is ensuring that each one works in the same direction. That is precisely the role we play.
We coordinate the various expertise so that each decision contributes to a common objective: protecting your wealth, growing it, and ensuring its transmission.
Your situation will evolve over the years. Our role is to ensure that your strategy evolves with it, so that it remains consistent with your objectives, your projects, and your family's needs.
Our Investment Philosophy
Invest with discipline. Think like entrepreneurs.
Our investment philosophy always begins with the same question: what will your family need?
Before investing, we take the time to understand your projects, your objectives, and your liquidity needs. We ensure that the resources necessary for your financial security and the achievement of your priorities are in place.
Once this foundation is established, capital designated for growth is invested with an entrepreneurial vision and a long-term horizon. We favor high-quality companies, led by competent teams, financially solid and capable of creating value for many years. We reject ephemeral trends and speculative movements that characterize markets.
We believe that a portfolio must remain sufficiently flexible to evolve with the markets… and with life. This flexibility allows us to remain in control, to seize opportunities created by the markets when they arise, and to adapt quickly to changes that may occur in a family's situation.
Depending on each family's objectives, we can also integrate different asset classes and specialized wealth solutions when they provide real added value to the wealth.
Wealth is built over several decades, never over a few quarters.
Our Clients
Multi-generational Families
Whether it's for passing down an inheritance, family governance, or protecting wealth across generations, we support families through important transitions. We ensure that your strategies remain relevant and effective for your children and grandchildren. This is our commitment to your family, now and tomorrow.
Business Owners and Entrepreneurs
You have built a thriving business and are looking to structure it strategically. We support you in succession planning, tax optimization, and preparation for a possible transition. We understand the unique challenges of business owners and integrate your entrepreneurial situation into a comprehensive wealth strategy that protects your legacy.
Professionals
You generate significant and complex income. We help you optimize your tax situation, invest your capital wisely, and prepare your financial future with a strategy tailored to your particular professional context.
Pre-retirees and Retirees
Retirement is an important new stage. We help you navigate this transition with peace of mind: securing your income, optimizing your taxes, and protecting what you have built. Through our integrated approach, you can fully enjoy this phase of life without worrying about your finances.
Foundations and Philanthropic Organizations
We support families and organizations who wish to give lasting meaning to their wealth through philanthropy. From setting up a foundation to responsibly managing its assets, we help them structure their approach, comply with their governance obligations, and ensure the longevity of their mission. We act as a trusted partner so that financial resources remain fully in service of the cause they have chosen to support.
Our Community Involvement
Some of the causes we support
- Moisson Montréal
- Centre jeunesse de la Montérégie
- YWCA Montréal
- Fondation Mira
- La tablée des Chefs
- Fondation du CSLC des Patriotes
- Société canadienne de recherche sur le cancer
- Fondation Aline Letendre