Robert Levine

Robert has been a trusted Investment Advisor for the past 20 years and has built a successful practice based on his commitment to client success and service. He prides himself in understanding each of his client's financial situation and objectives so he can provide the best investment solutions to help them reach their goals.

Spanning over sixty years, our team's combined tenure in the financial services industry has provided us with the experience and expertise needed to offer the highest level of exemplary service and advice to our clients.

Every element is designed to support your goals

Investment management

Benefit from rigour and discipline through market cycles with a suite of investment solutions aligned to your goals.

Private banking

Experience sophisticated banking expertise and services that deliver your unique financial vision and strategy.

Wealth planning

Access specialized expertise to structure, preserve and optimize your wealth.

Estate and trust

Access solutions for some of life's most significant decisions and shape your lasting legacy.

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Our Team

Robert Levine, BA

Senior Investment Advisor

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Georges Farhat

Client Associate

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Address

Robert Levine Address

1250, René-Lévesque West Blvd.

Suite 3100

Montreal, QC H3B 4W8

Telephone number: (514) 846-2614

Toll-free: 1 (800) 361-2773

Fax: (514) 846-3545

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