Samesun Wealth Management

Master your financial destiny in the heart of Montreal. We specialize in complex patrimonial structuring and long-term wealth preservation for discerning individuals.

Join a select group of clients who have secured their legacy.

Start Your Financial Journey

Our Specialists

Théophile Boudreau

Senior Wealth Strategist

Eulalie Vachon

Fiducie & Estate Planner

Télesphore Gagnon

Investment Portfolio Manager

Zéphirin Lajoie

Tax Harmonization Expert


Our Financial Services

*Please contact us for a personalized quote. Prices are tailored to individual asset complexity.

Top 10 Tips to Start Making Money with Personal Finance Management

Managing personal finances effectively is the cornerstone of wealth creation. Here are ten essential tips to get started in the Canadian economic landscape.

1. Budget with Precision: Track every CAD. Use the 50/30/20 rule but adjust for the higher cost of living in major cities like Montreal. 2. Eliminate High-Interest Debt: Prioritize paying off credit cards. Interest erodes wealth faster than inflation. 3. Build an Emergency Fund: Aim for six months of expenses in a high-yield savings account to protect against job loss or medical emergencies. 4. Maximize Tax-Advantaged Accounts: In Canada, maxing out your TFSA (Tax-Free Savings Account) and RRSP (Registered Retirement Savings Plan) is non-negotiable for tax efficiency. 5. Diversify Your Portfolio: Don't put all your eggs in one basket. Spread investments across equities, bonds, and real estate to mitigate risk.

6. Automate Savings: Set up automatic transfers on payday. You cannot spend what isn't in your chequing account. 7. Understand Your Net Worth: Regularly calculate assets minus liabilities. It is the only true metric of financial health. 8. Invest in Financial Literacy: Read books, attend seminars, or consult with Samesun specialists. Knowledge pays the best interest. 9. Plan for Retirement Early: Compound interest is a powerful force. Starting at 25 versus 35 makes a monumental difference in your final portfolio size. 10. Review Insurance Needs: Ensure you have adequate life and disability insurance to protect your income stream and your dependents.

By following these steps, you lay the groundwork for a robust financial future. It requires discipline, but the freedom gained is worth every effort.


Client Reviews

"Samesun transformed my chaotic portfolio into a streamlined machine. Their knowledge of Quebec tax law is unmatched."
- Hercule Tremblay
"I appreciate the discreet and professional approach. Highly recommended for family estate planning."
- Olympe Bouchard
"Finally, advisors who understand the local market nuances. My ROI has stabilized significantly."
- Calixte Roy
"Professional service that goes beyond simple numbers. They care about your life goals."
- Sophronie Côté
"Excellent guidance on repatriation of funds. They made a complex process very simple."
- Narcisse Gauthier

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Teaching & Media Presence

At Samesun, our expertise extends beyond the office. Our specialists are deeply embedded in the academic fabric of Montreal. Several of our senior advisors serve as guest lecturers at HEC Montréal and the John Molson School of Business, teaching advanced courses on derivative markets and fiduciary responsibility.

We are also regular contributors to local financial discourse. Our market analysis has been featured in La Presse and Le Devoir, and our team members frequently appear on panel discussions regarding the future of the Canadian economy and Quebec's unique fiscal landscape. We believe in educating the community as much as serving it.


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Visit Us

1050 Rue De la Gauchetière O,
Montréal, QC H3B 4C9,
Canada