As a successful professional, entrepreneur, or businessperson, you recognize and appreciate the value of building a strong support team. When it comes to your financial affairs, you need to have confidence that your advisors will always put your interests first.
For over 25 years, Marc Stern has been providing advice and guidance in investment management, financial management, taxation, and estate planning to successful individuals, families, and corporate entities. Marc provides a down-to-earth, practical approach to the services he provides to a client base that includes active and retired executives of both public and private corporations, expatriate Americans, professionals, and members of the academic community.
The portfolio management services he provides are founded on time-tested institutional style investing principles. He does not push products. There are no hidden fees or commissions. No hype. Just common sense. With Marc and the rest of the Montreal team there are no surprises.
Marc’s goal is to help you establish personal and corporate ownership structures that are fully supportive of and completely in tune with family and business dynamics.
Learn more about how Marc Stern’s expertise can help you.
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