Montreal Private Wealth Management Team | Mercer Canada

Montreal Private Wealth Management Services

ARMAND KESSOUS, TEP

Private Wealth Counsellor, Principal

Enabling Generations of Investors

Armand is deeply committed to making a difference through a family-oriented approach to private wealth management. Armand designs customized global investment solutions and advise strategically on tax, philanthropic and estate planning needs. Using a unique proprietary net worth reporting system, he enables high net-worth families to proactively manage their wealth as they build their legacy and achieve their goals up to passing the wealth to a new generation. Armand holds the Trust and Estate Practitioner (TEP) designation and serves as an executive and board member of several national and local charities.

CONTACT INFO

Montréal Office
1250 René-Lévesque Blvd. W.    
Suite 4030
Montréal, Québec H3B 4W8    

Telephone: +1 514 904 5200

STEVE SEBAG, CIM

Private Wealth Counsellor

The Confidence to Turn Hopes Into Reality

Steve is a dedicated wealth management and financial planning advisor to high net-worth families. In the course of over 15 years, Steve has helped investors build a strong financial foundation upon which they can create their desired lifestyle and make hopes and dreams a reality. Steve often acts as a sounding board for wealth-related questions his clients may have. He holds a Finance degree from the John Molson School of Business and is a Chartered Investment Manager (CIM). Steve makes numerous charitable commitments within is community, many of them supporting youth-related causes.

CONTACT INFO

Montréal Office
1250 René-Lévesque Blvd. W.    
Suite 4030
Montréal, Québec H3B 4W8    

Telephone: +1 514 904 5201

ERLE SHRIER

Wealth Planning Consultant

An Eye for Post-Tax Wealth

Erle’s mission is to help large taxpayers, entrepreneurs and wealthy families manage the long and short-term impacts of taxes on their net worth. The tax landscape in the US and Canada is complex and in constant evolution, so Erle also plays an important role supporting the entire team of private wealth advisors at Mercer to help them craft tax efficient estate planning strategies. Erle has over 30 years’ experience as a tax advisor, with nearly 20 years as a partner in a Canadian leading consulting firm. He is a C.A., C.P.A. and MBA graduate.

CONTACT INFO

Montréal Office
1250 René-Lévesque Blvd. W.    
Suite 4030
Montréal, Québec H3B 4W8    

JESSICA LOH, ASSOCIATE

Private Wealth Associate

Giving You Careful Attention

In her role as Private Wealth Assistant, Jessica is responsible for assisting financial advisors in the management of client portfolios and the completion of tax-related reports. She is also responsible for managing the office and responding to client requests. Jessica holds a Bachelor of Arts and Social Sciences in Japanese Studies and Geography from the National University of Singapore and has completed the Canadian Securities Course (CSC®). Jessica speaks French, English and Mandarin and possesses basic knowledge of Japanese.

CONTACT INFO

Montréal Office
1250 René-Lévesque Blvd. W.    
Suite 4030
Montréal, Québec H3B 4W8    

Telephone: +1 514 904 5204

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Mercer’s private wealth services in Canada are delivered by Pavilion Advisory Group Limited, an indirectly, wholly owned subsidiary of Marsh & McLennan companies and an affiliate of Mercer (Canada) Limited and Mercer Global Investments Canada Limited.
Armand Kessous > Steve Sebag > Erle Shrier > Jessica Loh >