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Advisory Services
We have the knowledge and experience to meet and exceed your expectations, and offer a variety of services customized to fit your specific needs. Learn more about the improvements we can help you achieve,
and contact us today.
Innovative Solutions
Many of our clients seek us out specifically for our investment management expertise.
We acknowledge your core assets and build a custom investment strategy to build on your strengths,
while diversifying with innovative solutions to balance risk.
An Innovative Wealth Management Team
Our whole business revolves around helping you find the best strategy for your specific goals.
Everyone has a different outlook on life and reason for undertaking true understanding and management of their wealth. It is our job to understand and manage those individualities in order to point you in the right direction and help you grow your wealth. We are an honest and positive professionals whose first priority is always the interests of our clients; providing capability, adaptability, and scalability. MapleTree Private Wealth is an innovative wealth management team dedicated to help families with complex financial needs. Since 2000, we have been serving loyal clients in the Ottawa and Montreal area .
At MapleTree Private Wealth ,
we’ve built an experienced team,
focused on knowledge and creativity,
providing dynamic benefits
for our clients.
We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives.
We feel a commitment to our community.