Management philosophy
Advocating the use of modern techniques and principles related to wealth management, we offer solutions that are both simple and innovative. Our initial concern is to make sure your personal and financial goals are clearly established and monitored. Our main goal is to secure and reassure you that all elements of wealth management are aligned with them according to the best industry's standards. Our portfolio management will be tailored to the evolving profile of your situation and needs.
Your peace of mind and your trust is very important to us.
Whether it is a performance report, portfolio analysis, financial situation forecasts, or a simulation model created by our professionals, all the necessary data is provided to you with clear explanations and a personalized action plan that will help you interpret and track them.
Our approach
Certain services are offered by third parties. Insurance products and services are provided by National Bank Insurance Firm (NBIF). NBIF is not a member of Canadian Investor Protection Fund (CIPF). Insurance products are not protected by CIPF.
Optimized management
Our services: Wealth Management, Portfolio Management, and more
Our management is adapted to your investor profile and optimized to be tax efficient. The strategic asset allocation and its periodic rebalancing are the core of our practice. We offer all banking, credit, insurance, retirement planning and estate services to all our clients as needed.
