Your trust is at the core of our passion

 

Welcome

 

 

We invite you to browse our new site to get t know us and our partners with whom we offer a turnkey service as an ally of your financial success.  

Our main mission is simple: Maintain long term business relationships with investors, based on trust and mutual respect.

In order to support our clients in achieving their life goals, we offer a personalized approach, structured and disciplined management with portfolios tailored to their specific needs.

We are on the cutting edge of technology in a constantly changing world while relying on the traditional values of customer service and face-to-face meetings.

We have a profound respect for your financial assets and are determined to protect and grow your wealth.

Thank you for your trust !

Take advantage of our expertise !

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Honours and distinctions

Jean-Pierre Gélinas, CFA                                                                    

Regional winner | Portfolio management excellence award 

Contact us

Get contact information for our team members and find out where our offices are.