Our Story

Established in 2000 by Camille Estephan, our office has been providing independent and objective financial advice for over two decades. Prior to founding the practice, Camille worked as a financial broker with another firm, where he gained valuable industry experience. Motivated by a desire to offer clients broader, more personalized solutions, he launched what is now known as Diligence Wealth Management since 2016.

Strategic partnership and growth

In 2008, we partnered strategically with Manulife Wealth, reinforcing our ability to serve our customers with the best resources available. Since then, we have become the largest team at Manulife Wealth in Canada in terms of assets under administration.

Camille Estephan has surrounded himself with key partners at Manulife Wealth Inc., including Portfolio Managers William Frenn and Thierry Jabbour, Senior Investment Advisors Francis Gingras Roy and Georges Ackhar, and Investment Advisor Albert Assaf. Together, they all share a common vision and contribute to the company's success.

Our mission

Our mission is clear: every day, we go the extra mile to help our customers build their financial futures, taking into consideration their family aspirations and personal goals. We are committed to recruiting young advisors at the beginning of their careers, and teaching them how to build their own personal relationships within our organization.

Diligence Wealth Management services clients across Canada from our two offices located in Montreal and Québec City. Our fundamental of diligence, authenticity, transparency and trust unify us all and guide our approach.

Looking ahead

At Diligence Wealth Management, we believe in a future where every customer is guided in the realization of his or her financial goals, supported by a dedicated team and incomparable expertise.