Excel Private Wealth is a financial services firm. We are registered with the Autorité des marchés financiers and with the securities commissions in all Canadian provinces except Newfoundland. Excel Private Wealth is a member of the Canadian Mutual Fund Dealers Association of Canada and the Investment Funds Institute of Canada.
We are enrolled in mutual funds, scholarship plans, financial planning and exempt market (Quebec only).
Our main activities concern the protection and management of assets.
We encourage tax effective investment solutions with reduced management costs. We offer solutions for individuals, affluent families, management companies and family trusts. The solutions put forward were originally developped for institutional mandates such as pension funds or insurance companies.