From insight to management, we believe every client deserves a strategy built just for them. We aim to understand your measurable objectives and the values that matter most to you so we can design an approach tailored to your needs.
30 years of sustainable growth
At Sabius Financial Group, we care about you and your growth. Every day for more than 30 years, we've made a commitment to growing your wealth.
We offer caring, trust-based support to help professionals, entrepreneurs, families and foundations achieve sustainable performance and peace of mind.
Proactivity and Growth
Our team stands out for its consistent, above-market performance year after year. In a constantly evolving financial landscape, we develop relevant and innovative investment and tax strategies.
We continuously analyze current events to seize growth opportunities. At the same time, we regularly review the performance of our actions and allocation strategies to ensure strategic and tactical rebalancing in response to opportunities
Active Listening and Personalized Approach
At Sabius Financial Group, it’s not the size of your portfolio that motivates us, but your projects and goals. Our advisors make it their duty to understand them in detail to ensure our advice supports your ambitions.
One-Stop, Independent Service
Our affiliation with National Bank Financial gives you access to a wide range of related services in one place-banking, personal and business loans, financial and estate planning, business transfer support, currency exchange, insurance products, and more. Meanwhile, we remain independent in our investment choices for your portfolios.
A Unique Fund and Optimal Diversification
The Sabius Mandate, exclusive to our clients, aims to democratize access to high-quality alternative investments such as carbon credits, farmland, and infrastructure projects. This diversification reduces correlation with traditional investments like stocks and bonds, offering better risk-adjusted returns. Additionally, the offering contributes to a sustainable future through responsible management.
Experience and Continuity
With over three decades of continuous evolution, prudence remains our greatest strength. We’ve weathered market ups and downs, and no matter the challenge or growth opportunity, our long-term vision enables us to thrive.
360° management of your financial growth
At Sabius Financial Group, wealth management is central to our mission. We start by identifying your personal goals, then deliver results with attentive service to protect and grow your wealth.
Sound financial planning is among the key steps in achieving this goal. It's never too early or too late to do things right, whether you're at the beginning, middle or end of your career. By being proactive, you can avoid unpleasant surprises while making the most of your financial potential.
For foundations and family offices, navigating today’s financial landscape can be a real challenge—especially when it comes to balancing performance with their core values. The Sabius fund offers a no-compromise solution with its equity exchange program, which allows you to diversify your portfolio while deferring capital gains. Our innovative, responsible investments allow us to offer real growth opportunities that you can’t access alone, while remaining true to your mission.
Choosing the Sabius mandate means gaining access to growth opportunities once reserved for major institutional investors. Created exclusively for our clients, our mandate makes it easier to diversify your portfolio with alternative assets such as real estate, infrastructure, agricultural land, carbon credits and leading sectors.
As a client, you can benefit from this unique access as you leverage our expertise and our responsible, sustainable and people-centric management approach. Sabius provides an opportunity to grow your wealth while having a positive impact.
Client testimonials
"I chose this team based on their attentiveness, transparency, authenticity and commitment, as well as their advisory rather than promotional approach. Over the years, they have demonstrated their dedication, commitment and rigour in the acquisition of market knowledge, achieved more than satisfactory returns and ensured friendly relations with team members. These behaviours have kept me as client for 20 years now."
Sylvain Grenier
Former president of a computer consulting firm
"I will not go into detail, but too often in the past I've dealt with brokers who made (almost) more profit than I did.
Despite economic turmoil, I have a sense of inner peace because I am convinced that this team's mission will always be relevant: to manage the world's most important investments... ours."
Dorothée Morin
Retired from academia, Pierrefonds
"Thanks to their attentive listening, availability to meet my needs, flexibility, ability to think outside the box, rapidity of response and professionalism, I am fully confident in the advice Marc and his team give me."
Jacques Bérard
International consultant
