Welcome
In the highly segmented financial services industry, too many advisors fail to get a 360-degree view of their clients. Instead, they settle for a one-size-fits-all approach based on their area of expertise, not their clients’ unique needs. The Szöghy team is different – we shape our expertise to meet your needs, not the other way around.
We work with a select group of clients with diverse profiles, and give every client the individual attention they deserve. We apply a personal, uncompromising approach to finding the best possible solutions in line with your specific circumstances and goals.
You pick the portfolio management structure that’s right for you, backed by our expertise and qualifications. Whether you want to be hands-off, hands-on or somewhere in between, you’re in the driver’s seat!
Discover our company
Our purpose
Our objectives
As your partner in financial success, we're here to support you with all your investment goals. You can count on our help to make your money work for you.
Our values
We're committed to honesty, integrity and excellence. Our comprehensive financial planning service and personalized solutions will provide you with peace of mind.
What makes us stand out
Our clients greatly appreciate our dedicated advice and support.
You can always count on:
- Our commitment to helping you achieve your goals
- Our approach
- Our integrity
- Our professionalism
- Our transparency about the compensation we receive
"The Szoghy Team provides professional and unbiased advice which inspires confidence. Eric has had success with our plan in spite of the volatile markets. Good job!"
Brian from the South Shore
"Eric and his team provide me with peace of mind. They are thorough in their analysis and always present a clear strategy, ensuring that my long-term goals are met."
Michael from TMR
"The service provided by Eric clearly meets our expectations. The communication is easy, personable and there is no sense of pressure. The Szöghy Team is accessible at any time to answer questions we may have, or to find solutions to problems that may arise."
Paul & Susan from Saint-Lambert
"Eric has always found a way to instill confidence in our long-term strategy. He is a good listener and always seems to be able to address issues that may be on our mind, even before we broach the subject. The Szöghy Team looks after our best interests."
Barry & Gita from Côte Saint-Luc
