Sylvain Bossé, B.A.A., CIM

Investment Advisor, Portofolio Manager


I completed my bachelor's degree in business administration ( B.A.A. ) at HEC Montréal in 1992. I began working in 1995 for National Bank Financial but I started my investment career two years earlier in another financial institution. I have about twenty years of direct experience with customer service. We went through many economic cycles successfully. As an Investment Advisor and Wealth Portfolio Manager, I offer you the freedom to delegate the management of your portfolio under certain guidelines and formal agreement with you. It is an excellent way to spare you the worry of investment decision making and gives us the possibility to quickly adjust your portfolio on a day-to-day basis. My personal objectives are to support and guide you on all the stages of your financial steps. I will remain committed to offer you a high level or personalized service based on sound investment philosophy according to your objectives. I encourage you to navigate throughout our site and discover the wide variety of options in wealth management. My team and I are committed to serve in the best of our abilities and in your best interest. Thank you for your time in considering our services and contact us to begin a winning relationship !