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Altium Wealth Architecture Overview

Type

Multi Family Office

Year Founded

2013

General Information

Altium Wealth Architecture is a multi-family office headquartered in Montreal, Canada. Founded in 2013 by wealth-management veteran Sam Younès after an affiliate start at Raymond Chabot Grant Thornton, the employee-owned firm channels its origin in professional expertise rather than inherited capital. It serves entrepreneurs, multi-generational families and foundations nationwide through portfolio management, financial planning and holistic “wealth architecture”—supporting affluent clients with integrated investment, tax and succession solutions.

Contact Information

Website:
https://altium.ca

Year Founded:
2013

Investment Focus & Strategy

Open To First Time Funds:

Institution Type:
Multi Family Office

Leadership & Principals

Corporate Office:
H3A 2M8, Montreal, Quebec, CA, 1130, Rue Sherbrooke Ouest, Bureau 400

Portfolio & Notable Allocations

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