View Firm Profile

Loading Map...

Palos Wealth Management Inc.

Address

1 - 1670 Place Ville-Marie
Montreal, Quebec H3B 2B6
(514) 307 - 0590
Toll Free: (855) 725 - 6788
Charles Marleau
www.palos.ca

Principal Contacts

Charles Marleau
President
Tel: (514) 307 - 0465
cmarleau@palos.ca

Client Minimums

Has no minimum for private clients.

Has no minimum for institutional clients.

Types of Accounts Managed

  • Private Individual / Investor
  • Family Office
  • Institutional Investor - Non-Profit
  • Institutional Investor - Other

Provinces of Business

  • Alberta
  • British Columbia
  • Manitoba
  • New Brunswick
  • Newfoundland and Labrador
  • Nova Scotia
  • Ontario*
  • Prince Edward Island
  • Quebec*
  • Saskatchewan
  • Yukon

* indicates a physical location in this province

Palos Wealth Management provides portfolio management and related services to individuals and organizations.  Palos believes in provideing direct access to its highy-qualified, experienced and expert team of advisors.  Palos is a multi-advisor portfolio management firm, where each advisor manages client portfolios in accordance with his or her own vision and expertise. 

Palos has particular expertise in Canadian equity income, socially-responsible investing, small-cap growth, options strategies, and technical analysis strategies.