Montclair Private Wealth Management - About Us

Why Montclair?

Trust, Commitment & Guidance

Our Vision

We aspire to become the benchmark in independent private wealth management for families, entrepreneurs, and professionals by offering the clarity, trust, and guidance necessary to build, protect, and transfer their wealth.

Our Philosophy

The plan drives the portfolio.
Never the other way around.

We build sustainable strategies, independent of market noise. Each decision is part of a clear framework, guided by your objectives, your time horizon, and your reality. The portfolio thus becomes the expression of a well-thought-out plan, and not a reaction to current fluctuations.

Our Journey

Montclair Private Wealth Management was born from a simple conviction: the most important financial decisions deserve clarity, structure, and independence.

Founded by Mathieu Leduc, Financial Planner, Montclair supports a clientele of entrepreneurs, professionals, and established families. Our approach is based on a multidisciplinary vision combining financial planning, portfolio management, taxation, and protection strategies.

Mission

To bring clarity, structure, and trust to every important financial decision.
To offer independent, rigorous, and deeply human guidance, where financial strategy, taxation, evidence-based investment, and estate planning unite into a single coherent vision.

Independence

Montclair Private Wealth Management acts independently as an autonomous representative for financial planning and insurance. Mutual fund activities are carried out in partnership with SFL Wealth Management.

Our services

What we do.

What we do.

Our Team

Mathieu Leduc - Financial Planner

Mathieu Leduc - President

Financial Planner, Mutual Fund Representative, and Financial Security Advisor

Mathieu believes that wealth management is not about choosing investments, but primarily about helping people make better financial decisions.

With over 20 years of experience in financial services, he has observed that the greatest financial successes rarely stem from a brilliant idea or an exceptional product. They are the result of thoughtful planning, disciplined decisions, and continuous guidance. This conviction is at the origin of Montclair Private Wealth Management: an independent firm where client interests come first and where every recommendation is based on rigorous planning, a research-driven approach, and a long-term vision.

He primarily supports families, entrepreneurs, and professionals who wish to build, protect, and transfer their wealth with confidence. His role is to simplify complex financial decisions so that his clients can focus on what truly matters to them.

An entrepreneur, husband, and father, Mathieu understands that behind every financial decision are life projects, responsibilities, and people who matter. This reality guides each of his recommendations and nurtures the trusting relationships he builds with his clients, year after year.

Passionate about continuous improvement, Mathieu also dedicates a significant portion of his time to deepening his knowledge in financial planning, portfolio management, and academic research, in order to offer his clients ever more thoughtful advice tailored to their objectives.

Outside the office, Mathieu enjoys spending time with his family and staying active. A golf, hockey, and softball enthusiast, he appreciates challenges, team spirit, and shared moments—values he naturally applies to how he guides his clients.

Alexa Killen

Administrative Assistant

Alexa ensures that every Montclair Private Wealth Management client receives a seamless, professional, and personalized experience.

As an administrative assistant, she plays an essential role in coordinating daily operations, tracking files, and providing client support. Her organizational skills, rigor, and attention to detail enable the team to maintain efficient service, while offering an experience that lives up to Montclair's values.

Recognized for her availability, professionalism, and attentive approach, Alexa is often the first point of contact with the firm. She ensures that every request is handled quickly, courteously, and efficiently, so that clients can move forward with confidence at every stage of their journey.

Alexa believes that excellent service is measured not only by the quality of advice, but also by the attention paid to the small details that make all the difference.

Partner Collaborators

Jacqueline Belec
Jacqueline Belec
Mortgage Broker
Mortgage Broker
Maxime Payette
Maxime Payette
Mortgage Broker
Mortgage Broker
Bruno Legault
Bruno Legault
CPA, M. Fisc.
CPA, M. Fisc.