With more than 10 years of experience in wealth management, Louis-Philippe Dufort helps entrepreneurs, professionals, and families grow, protect, and transfer their wealth. His approach integrates portfolio management, financial planning, tax optimization, and retirement income strategies.
Before focusing on wealth management, Louis-Philippe worked in commercial banking, supporting businesses with their financing needs. This experience gave him a strong understanding of the challenges entrepreneurs face, particularly in relation to growth, succession planning, and value creation.
Passionate about financial markets for more than 25 years, he has developed extensive expertise in market analysis and portfolio management. He takes a disciplined and personalized approach, guided by a long-term vision and tailored to each client’s objectives.
His expertise also extends to retirement planning, real estate, family wealth management, and business succession and transfer strategies.
A graduate of HEC Montréal with a bachelor's degree in market
finance, Louis-Philippe holds the Financial Planner (Pl. Fin.)
designation from the IQPF, the Chartered Investment Manager (CIM®)
designation, and a licence in life and health insurance.