Increase your returns, minimize your taxes, maximize your future!
About us
TEG Gestion de Patrimoine helps professionals, entrepreneurs and families strategically manage their financial future.
Thanks to a personalized, rigorous approach, we offer integrated services in portfolio management, financial and tax planning, and insurance solutions.
Our specialty? Tax optimization and tailor-made retirement plans, perfectly adapted to the realities of self-employed workers, executives and business owners.
We act as a trusted partner at every stage of your financial journey – whether you want to grow your wealth, protect your assets or plan your retirement with peace of mind.
As a Mandeville private equity firm, we have access to an open architecture that combines the best of the public and private markets. This enables us to offer our customers exclusive investment opportunities, usually reserved for large fortunes and institutions.
Put your trust in TEG gestion de patrimoine
Our services
Financial, tax and estate planning
A comprehensive approach to optimizing your personal or corporate finances, reducing your tax burden and ensuring a smooth transfer of your wealth.
Portfolio management
Rigorous, personalized management of your investments, including access to traditional and alternative solutions, thanks to Mandeville gestion privé.
Personal insurance
Customized life, disability and critical illness insurance solutions to protect your family, your business and your financial plan.
Group insurance and pension plan
Tailor-made plans for companies, designed to retain employees while controlling costs, including health, dental, disability and more.
Individual pension plan
Effective strategies to maximize retirement savings for individuals, executives and employees, including group RRSPs, IPPs, TFSAs and other solutions.
