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Northline CapitalPrivate wealth · Montreal

Money that already exists. We keep it from drifting.

Family offices and owner-operators in Montreal and Laval. No product shelf. A written mandate, reviewed every quarter.

Office

1250 René-Lévesque Ouest, suite 2800
By appointment, Tue–Thu

  1. Cash and short paper

    Operating reserves stay in instruments you can name. We do not park idle cash in a house fund.

  2. Public markets, on a written policy

    One IPS per household. Changes go in writing. You see the trade file, not a quarterly brochure.

  3. Tax year, not tax season

    We sit with your accountant in February, not after the RRSP rush. Harvest and donation lots are planned in October.

First meeting is 45 minutes. No pitch deck.

Bring last year’s statements. We tell you if we are the wrong firm.

Write the desk