Welcome to KHB Capital
Your trusted wealth management partner in Montreal. Committed to excellence, integrity, and personalized service, we help you pursue your financial goals with confidence and clarity.
Tailored Wealth Solutions
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Ensure your legacy through professional estate planning, designed to minimize tax liabilities and preserve your wealth for future generations and designated beneficiaries.
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Secure a comfortable future with customized retirement strategies to maximize your savings and investments for lasting financial stability.
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Achieve your financial goals with strategic investment management, where we combine tailored portfolio design with market expertise to maximize returns while protecting your assets and transforming your financial goals into achievable realities.
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Protect your assets and loved ones with comprehensive insurance solutions, tailored to fit your unique needs and financial goals.
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Optimize your financial situation with proactive tax planning, reducing liabilities and enhancing your overall wealth through expert strategies.
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By incorporating your philanthropic goals into our wealth planning process, we ensure your wealth and values can leave a lasting impact.
“Deciding to sell your business and retire are some of the biggest and most impactful decisions you'll make in your life. Financial planning, changes in lifestyle as well as family considerations are just a few of the challenges you'll face. Fortunately, I had KHB Capital to help me navigate it all. Earl was always there for me with valuable personal and financial counsel, while Olivier managed the details and finessed my portfolio, and Jeremy provided invaluable guidance for my insurance needs. I cannot thank them enough and can confidently recommend them to anyone contemplating a big "life changing" event such as retirement.”
— Jay Goldman, CEO (retired), client since 2010
How complicated is your financial situation?
At KHB Capital, we go beyond traditional wealth management and insurance to provide comprehensive private wealth management services tailored to healthcare professionals, legal professionals, entrepreneurs, and high-net-worth families in Montreal. We streamline the complexities of your financial life, offering the expertise and guidance of our in-house team of accountants, lawyers, and estate planning specialists. Acting as your personal CFO, we deliver a unified strategy - One Complete Plan - ensuring every aspect of your wealth is carefully managed, with the convenience of a single, dedicated point of contact.
For Business Owners
Managing personal and business finances as a business owner can be challenging. KHB Capital provides integrated wealth management solutions - including succession planning, tax optimization, and investment strategies - to align and strengthen both your personal and business financial goals.
For Wealthy Families
We understand that wealthy families have unique needs that require a holistic approach to wealth management. Our team at KHB Capital provides comprehensive estate planning, tax efficiency strategies, and investment management to protect and grow your family’s wealth. We help you achieve your financial goals while preserving your legacy for future generations.
For Professionals (Healthcare & Law)
Professionals in healthcare and law often face complex financial situations with unique challenges. KHB Capital offers specialized financial planning that addresses your specific needs, including retirement planning, risk management, and investment strategies. Our expert team works to simplify your financial life, allowing you to focus on your professional commitments while we manage your wealth efficiently.
Your Wealth Goals, Our Trusted Expertise
Partner with KHB Capital to navigate your financial future with clarity. From strategic planning to ongoing support, we’re dedicated to helping you achieve success at every stage of your journey.