Bertrand Dubreuil Wealth Management Team

As a team, we gave ourselves the mission to become your trusted professionals for all of your concerns in regards to your financial well-being. To achieve this vision, we take the time to throughly understand your needs and motivations in order to propose a personalized solution. Whether it's for your Financial Plan,  your personalized investment solutions, your risk management needs or your Estate Plan, we carry the experience and expertise to meet your expectations. 

This site has been created with the purpose of presenting our team, our philosophy, our service offering and our business process. We invite you to browse the whole site to learn about us and the benefits you would receive by doing business with us.

Let us help you achieve your goals.