Palos Wealth Management Inc.

Investment Bank/Securities Brokerage - Montréal, QC, CA

Palos Wealth Management Inc. Employees
Jocelyne Kim

Administrative Assistant

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Charles Marleau

Chief Investment Officer, Funds

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Pamela Czaffit

Administrative Coordinator

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Mengyun(Amelia) Li

Senior Analyst, Trading Operations

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Martin Picard

Vice President Legal Affairs / Vice-président aux affaires juridiques

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Amelia Li

Portfolio Administrator

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Palos Wealth Management Inc. Senior Management
Hubert Marleau

Chairman of the Board of Palos Capital Corporation.

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Alain Lizotte

Chief Operating Officer & Chief Financial Officer

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Palos Wealth Management Inc. Details

Founded in 2001, Palos Management is a boutique financial management firm that offers a variety of investment products and solutions:1) Palos Investment Management manages private and public funds2) Palos Wealth Management provides independent wealth management and multi-client family office services3) Palos Merchant Bank delivers merchant banking servicesOur 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.

Palos Wealth Management Inc. logo, Palos Wealth Management Inc. contact details
Website: palos.ca
Employees: 20 - 49
HQ: 855-725-6788
Location: Montréal, QC, CA
Revenue: 1 - 2.5 Million
Wealth Management Dividend Investment Funds Merchant Banking Estate Planning
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