For individuals and families
Financial planning, portfolio management, estate planning, and insurance: westructure your wealth so your family is protected today and well prepared for tomorrow.
Investment Management
Good advice starts with the right people around you
Since 2016, families, entrepreneurs, and professionals have trusted us to takecare of what they have built, and what they are still building.
+17
Wealth Management and Investment Advisory in Montreal
Entourage Advisory supports individuals and businesses in managing, growing,and transferring their wealth. Our multilingual team based in Montreal serves clients acrossCanada, with a personalized approach that brings generations together.
Wealth management advisors for every situation
Whether you are an employee, healthcare professional, entrepreneur, or intransition, we have the right tools and the right people to support you.
For entrepreneurs and business leaders
Tax optimization, cash management, corporate insurance, succession planning, andbusiness sale planning: we coordinate every aspect so your business and personal wealth worktogether.
We manage portfolios, but we support people
Behind every financial decision, there is a life moving forward. A project taking shape, agrowing family, a business evolving. We are here to understand all of that, not just to optimizeoutcomes.
We build, monitor, and adjust. Because your needs change, your life evolves, and marketsshift. We stay present at every step so your strategy remains aligned, no matter what ischanging around you.
What our Entourage says about us
Patricia D.
Client for 14 years
I truly value Lionel Chriqui’s professionalism, expertise, and attentive approach. He always knows how to put my mind at ease when I need it most.
Daniel B.CPA accountant
Client for 20 years
For nearly 20 years, my advisor Frédérick Paré has guided me with a responsive, seamless approach that is perfectly adapted to my needs.
Suhad T.Radiologist
Client for 10 years
I have always felt like a true VIP. Their responsiveness and follow-up are exceptionally fast. They have supported me throughout my life journey with professionalism, confidentiality, and empathy.
Louise and Marcel
Clients for several years
Your professionalism and empathy are greatly appreciated. We are happy to be part of your team.
Edith P.CPA semi-retired
Client for several years
Their availability, the quality of their advice, and their deep understanding of our situation make them invaluable allies. By far, the best team of financial advisors I have had the opportunity to work with.
Hugues D.Associate Architect
Client for several years
Working with Alexandra reflects a high level of trust. Her exceptional availability and consistently rigorous follow-ups make all the difference.
There’s always a place for you in the Entourage
Contact us to discuss your financial needs, whether for your family, your business, or your future.