Family office

Family office

Qualification for Family Office

Minimum of $1,000,000 in assets to be invested (individual)

Minimum of $3,000,000 in assets to be invested (family)

A team of professionals at your service

Gamma Wealth Management is supported by a team of professionals specializing in tax and estate planning, securities, insurance, investment loans and business succession planning, to name a few. In certain situations, it may be appropriate to invite your accountant or legal advisor to participate in the implementation of a coordinated approach to the management of your wealth.

Many of our clients deal with Gamma Wealth Management for financial and tax planning, estate, insurance and investment services, while others work with long-time external advisors. Our firm is able to work with a multidisciplinary team to save you from having to deal with your complex technical issues. We will work with you and your trusted professionals to provide you with a comprehensive wealth management plan.

Preferential pricing

Our brokerage services are offered to you at competitive prices. In fact, as soon as your household assets held with PEAK Investment Services and PEAK Securities Inc. exceed $1,000,000, you can take advantage of reduced fees, management fees and transaction charges. Our management fees vary between 0.50% and 1.00% per year.

PRIVATE CONCIERGE SERVICE

Gamma Wealth Management puts at your disposal a team of professionals specially trained to accompany and support you in the realization of your projects and events. Your private concierge service and personalized assistance in collaboration with Arthur Majordome Inc.

  • Your reservations at the restaurant

  • Your various cultural and sporting activities

  • Your events and parties

  • Your services at home

  • Your transport here and elsewhere

  • Your trips and escapades

  • Your experiences and activities

  • Your additional services

PRIVATE MEDICAL CONCIERGE SERVICE

Gamma Wealth Management offers its exclusive clientele a medical concierge service with the Accès M telemedicine platform. You benefit from quick access to nursing and medical services thanks to this virtual health clinic. In addition, if the health professional feels that your situation requires in-person care, you have quick access to a network of private medical clinics throughout Quebec.

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