Samara

Overview

Samara combines family continuity, integrated planning, investment management and accounting services for entrepreneurial families. (samara.ca/firme)

History

Samara was founded in 2021 by Groupe Grondin, Walter Global Asset Management and Groupe W Investments. The firm reports more than 25 years of experience and more than 100 family stories, reflecting a deep foundation of family wealth-management knowledge alongside the firm’s history. (samara.ca/firme)

Leadership

Michael Grondin is president and chief executive officer. Samara says he has led the company since 2018 and has more than 20 years of wealth-management experience. Catherine Janson is chief investment officer and oversees investment strategy and portfolio construction. (samara.ca)

The leadership team also includes Annie Boivin, chief of tax and estate planning; Martin Fredette, head of accounting services; Vincent Fitzbay, chief operating officer; and Maxim Saint-Amant Lamy, chief compliance officer. (samara.ca)

Services

Samara provides family-continuity services such as family charters, family councils, next-generation education and strategic philanthropy. Its broader offering includes integrated planning, investment management and accounting services. (samara.ca/continuite-familiale, samara.ca/firme)

What the firm offers

• Investment management
• Philanthropy
• Family governance and education

Client Focus

Samara serves entrepreneurial families seeking coordinated support across personal, financial, estate and administrative matters. (samara.ca)

Approach

Samara says its approach is based on family-bank principles, combining intergenerational continuity with investment management. The firm describes its investment approach as pairing institutional-style strategies with the dedicated, human service of a traditional family wealth office. It works with independent specialists to tailor guidance to each family’s needs and circumstances. (samara.ca/firme)

Registration

The Autorité des marchés financiers lists Samara Bureau multi-familial inc. as an investment fund manager. Its January 2026 bulletin identifies Maxim Saint-Amant Lamy as the responsible officer. (Autorité des marchés financiers)

FAQs

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Sources

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.