At Giannone, Joncas & Associates Private Wealth Management, we work with people whose lives don’t fit neatly into templates. Based in Terrebonne and serving Montreal’s North Shore, the Island of Montreal, and Laval, our role is to bring clarity, coordination, and calm to situations where a lot is at stake.
Below are the types of clients we work with most often.
Entrepreneurs live in constant motion. Expansion. Hiring. Partnerships. Risk. Opportunity.
We help business owners step back and see the full picture: personal wealth, corporate structures, family priorities, and future options. Whether you’re growing aggressively or quietly planning a sale, we help turn complexity into a clear path forward, without you having to manage a room full of professionals on your own.
Your high-net-worth portfolio should create flexibility, not pressure.
Senior executives often face a different kind of complexity: compensation structures, bonuses, stock options, pensions, and concentrated wealth.
We help executives integrate these moving parts into a cohesive plan that supports lifestyle, family, and long-term security. We also place strong emphasis on estate planning and intergenerational wealth transfer, so success today translates into confidence tomorrow.
If you see yourself in more than one of these descriptions, that’s normal.
Our work lives at the intersection of business, family, and legacy.
And that’s exactly where thoughtful wealth planning matters most.
Manufacturing businesses are capital-intensive, operationally complex, and deeply personal. Cash flow, equipment, real estate, employees, partners, and succession are all connected.
We work with manufacturing leaders to align business realities with personal wealth decisions, so growth, reinvestment, income, and eventual exit all support long-term goals. We also coordinate directly with accountants, tax specialists, and lawyers, acting as the central point of contact so nothing falls through the cracks.
This is wealth management for high-net-worth individuals who built something tangible (and want it protected).
