Your trusted partner
It was first a common vision combining tailor-made financial services and an unparalleled client experience that brought together Jean-François Bousquet and Julien Messier. For more than twenty-five years, we have been working for a limited number of wealthy families, advocating quality over quantity.
Becoming your primary resource for your finances guides motivates us every day to surpass ourselves.
Beyond our expertise, we see our role more as that of financial proximity experts. Whether it is answering your questions with clarity, explaining related tax concepts to our practice, or preventing pitfalls in wealth and investment management, we are committed to being there for you.
Every bond of trust created and maintained is a continuous source of pride and a constant goal for our team.
How can we help you?
Every day, our dedicated and accessible team of professionals watch over your wealth and supports you in your projects.
Client Testimonials
“I am pleasantly surprised by the team's system. During every phone call and every virtual meeting, everything that is said is noted. Sometimes, our perception and memories are fuzzy, but we can trace what was said. This is good protection for both me and the team. What is also great is the personalized service. We are assured of a quick callback. I appreciate it very much! All the staff is very kind.”
M. Houle
“We have been clients since my father's time, and in talking with others, we realized how well we were guided, supported, and understood. They always take the time to inform us about what we don't know, without putting pressure on us, and even when the economic situation is more difficult, we are reassured and have confidence in Jean-François and his team. Our family has grown along with them!”
F. Morissette
“Jean-François Bousquet and Julien Messier give me above and beyond service, ultra VIP, white gloves, there are not enough terms to describe the exceptional quality of service they offer me. They meet all my needs and are constantly available in the shortest possible time! I cannot thank them enough for providing me with such a quality of life thanks to them and at all levels. Besides, I call them my A-Team. Seriously, thank you.”
I. P.
“J-F and Julien are true partners. I consider myself lucky to have come across finance professionals like them 10 years ago. In a world where there are many possible choices in financial management and where self-management is more accessible than ever, I continue to feel so well equipped with them. We can chat, plan, create models, and adjust our strategies. They are real pros, with good values and ethics. I love working with them, and now my children who are starting their adult lives will be able to benefit from their expertise.”
A.-M. Bouchard
