Managing More Than Money

In Canada’s vibrant financial landscape, Rio Stone Group stands as a beacon of innovative wealth management combined with the warmth of a family-oriented approach. We invite you to explore our bespoke services, crafted to align with our clients’ unique goals and values, ensuring a partnership that extends far beyond the ordinary.

Guided by Tradition, Driven by Innovation

At Rio Stone Group, we honor the rich tapestry of our clients’ histories while steering their financial futures towards innovative horizons. We believe in blending traditional values with progressive financial strategies to manage and grow wealth sustainably. Our team is committed to providing a nuanced approach to wealth management that respects our clients’ legacy while embracing the dynamic possibilities of the future.

Journey Through Time

The roots of Rio Stone Group trace back to 1999, when Rowan Montgomery recognized a need for personalized, confidential financial services for families and institutions. From our humble beginnings in Montreal, we have expanded our reach, evolving with the changing tides of global finance while maintaining the close-knit approach of a family-run firm. Today, we are privileged to serve an exclusive cohort of clients, guiding them with expertise honed over decades of dedicated service.

A Tapestry of Expertise

Our team is a mosaic of seasoned professionals, each bringing a wealth of knowledge and a unique perspective to our collective table. From certified financial planners and investment analysts to legal experts and philanthropic advisors, we draw on diverse skills to provide holistic financial solutions. This multifaceted team ensures that all aspects of your financial landscape are harmoniously aligned with your life’s goals.

Our Services

Tailored Wealth Management

We construct each portfolio meticulously, ensuring that every asset is strategically positioned to align with your goals and objectives. Our comprehensive services encompass asset allocation, tax planning, estate planning, and risk management, leveraging advanced technology and deep market insights to safeguard your financial future.

Family Governance & Legacy Planning

Understanding that great wealth carries great responsibility; we assist families in establishing governance structures that promote longevity and harmony. Our legacy planning services ensure a seamless wealth transition across generations, educating and preparing heirs to respect and enhance the family's heritage.

Philanthropy & Impact

We believe in the power of giving back. Our philanthropy advisory services help you translate personal values into impactful actions. We navigate the intricacies of charitable giving, ensuring that each contribution is meaningful and aligned with your overall financial strategy.

Concierge Services

Our concierge services provide personalized support tailored to each client's unique lifestyle needs. From arranging exclusive travel and event access to managing day-to-day errands, our team ensures that all your personal and professional demands are met with precision and discretion. This service is designed to simplify your life, allowing you to focus on what matters most.

Custom Investment Solutions

At Rio Stone Group, we recognize that traditional investment strategies do not meet the needs of every investor. Our custom investment solutions are crafted to address unique market opportunities and niche financial instruments. Whether it’s investing in emerging technologies, private equity ventures, or sustainable projects, we design innovative investment strategies that align with your vision and values, offering both growth and impact.