# Palos Wealth Management

Palos Wealth Management is a Bank / Wealth / Trust based in Montreal, Canada.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Montreal, Canada
- **Region:** North America
- **Address:** Montreal, Quebec, Canada
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** palos.ca
- **LinkedIn:** https://www.linkedin.com/company/503620

## Regulatory record

- **Reports private funds:** No

## About

Palos Wealth Management is a wealth manager based in Montreal, Canada. It manages approximately $332 million in assets, primarily serving clients in North America.

## People

- Hubert Marleau — Chairman

## Questions

### Who runs investment decisions at Palos Wealth Management?

Hubert Marleau chairs the firm and drives the investment strategy. His macro outlook informs all portfolio construction. A small team of portfolio managers executes within that framework from Montreal. There is no external investment committee.

### Does Palos Wealth Management distribute third-party products or operate a platform?

No. Palos builds concentrated portfolios of direct equities and bonds based on internal research. It does not operate as a fund-of-funds, an advisor network, or a multi-manager platform. This distinguishes it from most Canadian bank-owned wealth arms.

### Who are the primary clients of Palos Wealth Management?

The firm serves high-net-worth families, trusts, and private holding companies, predominantly in Quebec. It does not market to institutional pension plans or endowments. Its client base is concentrated geographically and by wealth profile.

## Related profiles

- [Palo Alto Wealth Advisors](https://altss.com/profile/palo-alto-wealth-advisors)
- [PAM Capital](https://altss.com/profile/pam-capital)

---

Updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/palos-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology