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BEYOND INVESTMENT

Family Office

Efficiently manage the operational responsibilities that can potentially encroach upon your valuable time. 

  • We offer oversight in lifestyle management, corporate and personal planning, real estate services, bookkeeping, and philanthropic strategy
  • We handle cash management and administration tasks, which can be time-intensive
  • By managing these daily activities, we help improve productivity and efficiency
  • Become the family quarterback. The goal is to centralize planning, decision making and supervision through a dedicated team of experienced professionals.
Family Office
Advisory
Family office advisory services provide guidance and expertise to manage family wealth, businesses, and legacies effectively. These services cater to the unique needs of families by offering personalized, strategic, and integrated solutions that address financial, legal, operational, and interpersonal complexities.

Trust
Services

High-net-worth individuals and families often have complex financial needs that require sophisticated trust structures and expert management.

Philanthropy

Charitable giving is often an expression of your family’s core values; it represents who you are and what you aspire your legacy to be.  Philanthropy is a great way to help bring your family together by providing a forum for transmitting core values across generations.

Family Legacy
and Governance

Family legacy creation and governance are essential services to preserve wealth, values, and unity across generations. These elements provide a structured approach to managing family wealth, defining shared goals, and fostering a sense of purpose and continuity.

Concierge
Services

Concierge services in family offices cater to the personal and lifestyle needs. These services go beyond traditional wealth management, offering tailored support to simplify daily life, enhance convenience, and ensure privacy.

Estate
Planning

Estate planning is a cornerstone service to ensure the seamless transfer of wealth, minimize tax liabilities, and maintain the family’s financial legacy across generations.

Discovery

Establish A Plan

Incorporate Specialists

Implement Global
Asset Strategy

Provide Consolidated
Reporting

Review
Objectives

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    Six Step Plan

Our 6 step plan will centralize planning, decision making and supervision through a dedicated team of experienced professionals.

We coordinate the efforts of various specialists and professionals, allowing our clients to benefit from the expertise drawn from:

  • The experts on our team
  • A network of specialized professionals
  • Our clients' own trusted advisors
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    Legacy-Driven Wealth

We provide tailored wealth management solutions, leveraging innovative tools and strategies to address your family’s unique challenges and align with your legacy. Acting as your Outsourced Chief Investment Officer (OCIO), we optimize portfolio performance and manage risk through a core/satellite approach across public and private investments.

When it comes to wealth management, we prioritize your family’s well-being by adopting an objective, structured, comprehensive, and proactive approach to addressing the diverse and intricate challenges faced by families. We work closely with your family and their designated specialists to create a tailored investment strategy that aligns seamlessly with your family’s legacy.

As your family’s Outsourced Chief Investment Officer (OCIO), we oversee your portfolios to optimize performance and manage risk. This includes defining investment strategies, constructing portfolios, selecting investment managers, and rebalancing them. Using a core/satellite approach that involves both public and private investments, we aim to deliver superior returns on a risk-adjusted basis.

Objective and proactive strategies prioritize your family’s well-being and address complex challenges.

General Inquiries
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Our Locations

1 Place Ville Marie, Suite 1950
Montreal QC H3B 2C3, Canada

(514) 789-7140

COMING SOON

181 Bay Street, Suite 2500
Toronto ON M5J 2T3, Canada

(855) 284-8638

COMING SOON

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As our executive assistant, Sarah brings 30 years of experience supporting senior executives, vice-presidents and C-Suite teams in various fields, including legal, telecommunications and healthcare to Highgate Group. She prioritizes customer service and end-user experience for our clients and is here to help.

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M: (647) 497-8819 

E:   mbertrand@highgatefo.com

Doug Glover has over 40 years of experience in the financial industry, with his most recent role being the Chief Operating Officer and Chief Financial Officer at Echelon Wealth Partners Inc. from April 2016 to June 2024. Prior to that, he served as the Senior Vice President of Operations at Dundee Securities Ltd. from April 2011 to April 2016.  Doug is a current member of the FOAS and previously served on the Ontario District Counsel.

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M: (647) 497-8819 

E:   dglover@highgatefo.com

Doug Glover has over 40 years of experience in the financial industry, with his most recent role being the Chief Operating Officer and Chief Financial Officer at Echelon Wealth Partners Inc. from April 2016 to June 2024. Prior to that, he served as the Senior Vice President of Operations at Dundee Securities Ltd. from April 2011 to April 2016.  Doug is a current member of the FOAS and previously served on the Ontario District Counsel.

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M: (647) 497-8819 

E:   ahantoumakos@highgatefo.com

Alex Hantoumakos is the Chief Compliance Officer at Highgate Group Inc., where he leads the firm’s compliance program, ensuring alignment with regulatory requirements and promoting a strong culture of risk management and ethical business practices. With more than 15 years of experience in investment management, he has a deep understanding of regulatory risk, governance frameworks, and advising on business initiatives, augmented by a comprehensive technical skillset. Known for a collaborative, solutions-driven leadership style, he seamlessly integrates compliance with business operations to support efficiency and long-term sustainable growth.

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Arbitrage is a fundamental concept in finance, playing a crucial role in determining prices for assets like currencies, stocks, and much more. It refers to the simultaneous buying and selling of an asset in different markets to profit from any price differences. Many economic models presume these opportunities for profiting shouldn’t exist—and yet many make a living by exploiting these discrepancies.

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Origination is the multi-step process that every individual must go through to obtain a mortgage or home loan. The term also applies to other types of amortized personal loans. Origination is often a lengthy process and a loan origination fee, is intended to compensate the lender for the work involved in the process.

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A hedge fund is a limited partnership of private investors whose money is pooled and managed by professional fund managers. These managers use a wide range of strategies, including leverage (borrowed money) and the trading of nontraditional assets, to achieve positive investment returns.

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An activist investor, typically a specialized hedge fund, buys a significant minority stake in a publicly traded company in order to change how it is run. The activist investor’s goals may be as modest as advising company management or as ambitious as forcing the sale of the company, divestitures or restructuring, or replacing the board of directors.

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Mezzanine financing is a hybrid of debt and equity financing that gives a lender the right to convert debt to an equity interest in a company in case of default, generally after venture capital companies and other senior lenders are paid. In terms of risk, it exists between senior debt and equity.

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Going public refers to the process by which a private company offers its shares to the public for the first time, transitioning into a publicly traded company. This event is referred to as an Initial Public Offering (IPO) and allows the company to raise capital from public investors, facilitating expansion, debt repayment, or other corporate purposes.

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Direct real estate investing involves buying a stake in a specific property. This is done via either a debt or equity investment. With a debt investment, you are taking part in the lending of capital required to develop or purchase a property. While with an equity investment, you are purchasing an ownership stake in the property. You will share in the profits (e.g., dividends), and the value of your ownership stake will increase if the property performs well. 

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W: (514) 396-0306 

M: (514) 690-2037 

E:   mzaino@highgatefo.com

 

Marco is a builder and a true entrepreneur at heart. He loves working with families that have complex financial situations, taking on the challenge of adding value and finding the right solutions. He takes a client-centered comprehensive approach towards our client relationships by utilizing a proven investment model, advanced planning techniques and exceptional client experience. With a diverse background, Marco brings a unique perspective and practical experience to the relationship, allowing for creativity and results. He is committed to building deep relationships with the clients we serve, often becoming their primary advisor for all major financial decisions.

 

Marco spent the first half of his career in the banking sector with Laurentian Bank Securities and National Bank Financial, where he provided investment management advisory to private clients. That allowed him to gain a deep appreciation for the unique needs of high net worth families. After moving to an independent investment broker dealer, Marco later joined Dundee Goodman Private Wealth as a producing Branch Manager, where he worked with advisors to deliver a 360 approach to client management. Following the acquisition of Echelon Wealth Partners in 2016 and driven by the desire to better serve family wealth, Marco decided to focus on the ultra-high net worth segment through the Quebec Immigrant Investor Program. This led to the creation of the Highgate Group.

 

A graduate of the John Molson School of Business at Concordia University in Finance, Marco pursued his education by completing an MBA at Queen’s University and Level I and II of the CFA curriculum. He is also a Fellow of the Canadian Securities Institute. A family business owner himself, he founded a successful private healthcare and wellness business that now has multiple locations within the city of Montreal. Marco sits on the Board of the West Island College Foundation, giving back to a cause that helped shape him as an individual and business executive.

 

Marco is married with two children. He still remains quite active and is an avid soccer player, having played at the highest levels of competition during his youth.

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W: (514) 396-0349

M: (514) 707-7545

E:  mdore@highgatefo.com

 

Marc began his career in 1986 with the global investment firm, Bache Securities in Montreal. Marc has been advising and guiding individual investors and corporate clients ever since, with a focus on growth investing and risk management.

 

Using a combination of fundamental research and technical analysis, Marc seeks out the best opportunities to help clients achieve their objectives using a variety of securities, funds, and alternative investments.

 

Marc lives in Montreal West and is married with 3 adult children. He likes to spend his free time in pursuit of good skiing, fairways and greens, good music to play, and supporting numerous charitable causes.

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W: (514) 396-0302

M: (514) 892-2619  

E:  tdelbalso@highgatefo.com

 

Tony has been an Investment Advisor for over 30 years, having begun his career with Prudential Securities in 1981. Tony is accredited in the securities, derivatives, and life insurance fields. He has acquired a wealth of investment knowledge to assist his clients in achieving their financial goals, primarily portfolio management and preservation of capital.

 

With many years of experience in the field, Tony brings an unmatched level of expertise to every one of his clients. Together with his ability to build personal relationships, Tony is both an advisor that you trust and a good friend.

 

Tony lives in Montreal with his family and enjoys playing golf at his club, The Royal Montreal.

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W: (514) 396-0303

E:   adecourcyireland@highgatefo.com

Andrew has 40 years of experience in the investment industry. Andrew started working as an investment advisor with McLeod, Young, Weir (now owned by Bank of Nova Scotia). His strong financial academic and educational background include a BA in Economics from the University of Toronto and the Certified Investment Manager (CIM) designation and recognition as a Fellow of the Canadian Securities Institute (FCSI).

Andrew strives to provide the guidance, education, and expertise clients need to develop a protected and growing investment portfolio. He has a wealth of experience helping clients achieve growth of their investments, and meeting their financial goals. His services:

      Business owners

      Foreign Exchange

      Individual Pension Plans

Working with a minimum account size of $500,000 Andrew takes a comprehensive approach to portfolio management that includes:

      Risk management

      Asset allocation

      Tax efficiency

For the highest level of financial integrity and services contact Andrew.

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W: (514) 396-3611 

M: (514) 241-7456

E:  nbudnik@highgatefo.com

 

Nicholas Budnik has over 30 years in the investment industry and began his career in 1986 with Merrill Lynch Canada as a Financial Consultant. In 1990, CIBC, through its wholly owned subsidiary, Wood Gundy, acquired the private clients operation of Merrill Lynch Canada. In 2001, he joined an independent firm, Canaccord Capital, and also worked 2008 to 201l at Wellington West Capital. He has held a Vice President position at all his previous firms and is registered in options. 

 

Nicholas was born and raised in Montreal and graduated from Concordia University, Philosophy. At Highgate, he has access to estate and business planning professionals, in depth research and online tools and resources to provide best in class investment solutions for you. The most important issue for any investor is to have superior knowledge of the equity markets and fundamental analysis as well as understanding his client’s investment goals. Nicholas is deeply committed to guiding his clients towards a wealthy and secure financial future. He takes pride in proudly offering prospective and existing clients a very high level of quality service and can always be reached by client’s at all times. 

 

Specialities: Investment Management, income portfolios, convertible debentures, Estate planning and retirement planning RRSP, RRIF, RESP, TFSA and investment accounts. Also resource and venture situations through, Flow Through Shares. New Issues and Private Placements.

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W: (647) 673-4351

M: (778) 814-6524

E:  sxu@highgatefo.com

With over a decade of experience in the banking and wealth management industry, Shan is a seasoned investment consultant who has worked for renowned firms such as RBC, CIBC, and a foreign wealth management company before joining Highgate. Her expertise lies in developing effective wealth management and investment strategies to help clients achieve their financial goals. 

Prior to this, Shan served as a tax specialist at HR Block, where she gained significant experience in tax planning and preparation. Her extensive experience working with international clients and families has made her well-versed in foreign asset tax laws, trusts, and insurance.

Shan holds an MBA from Queen’s University and a Finance degree from Simon Fraser University, which has given her a robust foundation in finance and business strategy. She is also a Chartered Investment Manager (CIM) and a licensed insurance agent, demonstrating her commitment to maintaining the highest professional standards and delivering exceptional service to her clients.

Outside of work, Shan resides in Vancouver with her family and enjoys participating in outdoor activities such as skiing and hiking.

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W: (514) 396-0346

M: (514) 995-1399  

E:   lfortin@highgatefo.com

Louis is an investment management professional with more than 25 years of experience in various executive positions, acquired with financial institutions operating internationally. He brings extensive background and knowledge in senior leadership and governance. He currently oversees Highgate’s compliance and finance activities.

Prior to getting involved with family businesses and their enterprising Family continuity, Louis gained his wealth-management expertise with Dundee Global Investment Management and TD Asset Management. In 2012, he was the Canadian CEO of Amundi, one of the largest French asset managers, where he established its Canadian operation in 2007.

To cultivate his entrepreneurial passions, Louis co-founded both a traditional and an alternative investment management firm. He started his career as a floor trader at the Montreal Exchange, where he headed the Goldman Sachs floor team. He holds a Bachelor’s degree in Business Administration from Université Laval and is also a Chartered Real Estate Appraiser.

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