Trusted wealth management, built around You
Serving private clients and their families, corporations, and trusts across Quebec, Ontario, and British Columbia.
Built for private wealth
Founded in 2012, Summus Investment Management is a private wealth management firm that puts clients first. We are registered as an Investment Counsel Portfolio Manager (ICPM) with the Autorité des marchés financiers (AMF), the highest designation available for private wealth in Canada.
Our team combines over 30 years of institutional investment experience with the independence to choose from the entire universe of financial products. The result: tailored strategies that align with your goals, not someone else’s agenda.
In addition to private wealth management, we also provide sub-advisory and compliance consulting services.
Why clients choose Summus
Fiduciary duty
We are legally and ethically bound to act in your best interests.
Institutional expertise
30+ years of investment knowledge applied to private wealth.
True independence
No ties to institutions, only the freedom to select what’s right for you.
Tailored solutions
Customized strategies for professionals, families, corporations, and trusts.
Request a consultation today and discover how
Summus can help you build lasting wealth.
