Welcome to Louis-Seize & Associates
Private Wealth Management
We simplify financial concepts so that you can move forward with confidence toward your goals.
Who we help
We work with clients who have enjoyed success and built substantial wealth. We help define near and longer-term strategies to maximize financial well-being, minimize taxes and ensure our clients are able to take care of the things that matter most to them.
What we do
Our team has more than 15 years combined experience in financial services, and our expertise is complemented by that of IG’s in-house tax, estate, insurance, mortgage and advanced financial planning professionals. Working together, we create a tailored strategy for your fiscal well-being that looks at every aspect of your financial life — a living plan that evolves as your circumstances change over time. Because we know that, in the big picture, every little detail matters.
Investment planning*
Having the right financial plan is critical to helping achieve your goals, and a personalized and detailed investment strategy is a critical element of that plan. We recognize that the best investment talent is not limited to any one firm or geography. That’s why we construct diversified portfolios managed by leading asset managers from around the world and comprised of a wide variety of asset classes. Your portfolio is constantly monitored to ensure it is always aligned with your wealth preservation, growth and income priorities.
(*Offered through Investors Group Securities Inc.)
What our clients say
The Simon Louis-Seize team has been and continues to be an indispensable tool in the development and growth of our businesses. Their services are efficient, honest and available to answer our questions at any time.
Emmanuelle B.
We've had the wonderful Ann-Sophie Bettez as our financial advisor for several years now. From the very first meeting, we felt at ease. Ann-Sophie is a good listener and at the same time knows how to explain this complex world of finance to neophytes. Her advice is judicious and fair. Always sensitive to our concerns. We'd definitely recommend her to our friends and family, and thank her for the advice she's given our family.
Luc D.
With Mélanie Riendeau, I've found not just a financial advisor, but a true partner for all the strategic aspects of my life. Her approach goes far beyond the numbers to integrate all the dimensions of my needs and projects. Her accessibility, expertise, attentiveness and the support of her team give me invaluable peace of mind. Whatever the situation, I know I'm in good hands, now and for years to come.
Marie-Hélène F.
A relationship built on trust, working in our clients' best interests. Always on the lookout for new strategies to help us save taxes and grow our financial portfolio. Exemplary service from the entire team to make our plans a reality. Whether it's retirement or a quick strategy to take advantage of the current market, Simon's responsiveness allows us to move faster towards our goals. I highly recommend the Louis-Seize et associés team, but also take the chance to meet Simon at least once. You'll see for yourself how professional and competent he is.
Mathieu C.