A boutique investment management firm

Palos Management's tailor-made investment solutions are personalized to meet your specific objectives, and your satisfaction is our goal!

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01

Wealth Management

At Palos, our team of collaborative professionals deliver comprehensive solutions for all your needs.

02

Fund Solutions

Each member of our team contributes a unique perspective, philosophy and investment style.

03

Capital Markets

Investors who own units of Palos funds enjoy among the lowest fees in the industry.

Our Focus is our Clients

Palos Wealth Management is registered as a portfolio manager with provincial regulators and with the Autorité des Marchés Financiers (AMF), in Quebec. In addition, Palos is registered as a derivatives portfolio manager and Exempt Market Dealer (EMD).

Why Choose Us?

Commitment

Our mission is to provide our clients with an exceptional wealth management experience. Client satisfaction is our goal.

Values

Our values are rooted in the principles of honesty, integrity and transparency. We strictly adhere to these values for one simple reason – we want to earn your trust.

Fiduciary Duty

We take our fiduciary duty to heart and we pledge to always act in the best interest of our clients.

A Word from our CEO

Our mission is to grow, sustain and protect our clients’ wealth through exceptional investment management and client service. But the true cornerstone of our business is trust.

We recognize that investors have many options when it comes to whom they choose to manage their wealth. Earning your trust begins with our commitment to always operate with utmost integrity and transparency. We value the trust you place in Palos and we will never take anything for granted.