excel-gestion

Founded in 1999, Excel Gestion Privée is an independent wealth management firm based in Montreal, Canada. The company provides discretionary portfolio management services, focusing on a disciplined investment philosophy that combines value, growth, and quality. They cater to a clientele of private individuals, families, foundations, and institutions, aiming to preserve and grow their capital over the long term. The firm is registered as a portfolio manager with the securities regulators of Quebec, Ontario, and British Columbia.