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Our team is founded on experience, authenticity, and integrity.

The Hale Investment Group manages investments for individuals, families, companies, charitable foundations, and pension plans. From our Montreal office, we provide wealth management to clients in Canada and abroad.

We understand how difficult it is for investors to decide how to invest their hard-earned money and whom to trust.

Investment Philosophy

The Hale Investment Group has built a reputation for protecting and growing wealth. At the foundation of our practice is solid portfolio construction. Your financial wellness starts and ends with tried-and-true portfolio management techniques and sound investment practices.


Wellington-Altus is a member of the Canadian Investor Protection Fund (CIPF) and the Investment Industry Regulatory Organization of Canada (IIROC).

All client assets are held with National Bank Independent Network (NBIN), a division of National Bank of Canada. NBIN ensures the safe custody of all assets and performs our back-office services. Wellington-Altus USA Inc. custody services are provided by RBC Advisor Services.