- Finish your education
- Develop your career
- Buy a vehicle
- Move into an apartment
- Pay off student debt
- Buy your first property
- Start your own business
We believe that your unique goals should be at the center of financial decisions and represent the foundation of our strategy. That is why, from the onset, we listen to your aspirations and encourage you to ask questions about what really matters to you.
We take the time, we ask questions, we listen carefully to understand where your wealth currently is and where you would like it to be in the future.
This will help us develop strategies adapted to your needs, objectives, time horizon, liquidity requirements and risk tolerance.
Our goal is to provide a solid basis for growth of our customer’s wealth with reduced volatility. We seek to maximize returns based on our client’s risk tolerance.
Throughout your life, your needs might change and your investment
strategy should reflect this reality.
Discover the different stages
It is based on a thorough understanding of the needs of our clients with whom we have established relationships for several generations.
It takes into account the distinctiveness of your situation and your objectives in order to provide you with personalized support.
What is wealth management?
Your wealth represents all the elements that make up your assets. Wealth management is a process that is based on the 7 aspects of portfolio management. Our goal is to become your reference in all aspects of your family legacy.
In synergy with our specialized partners, we guide you in our global approach focused on your objectives since you are at the center of our specialized and personalized strategies.
These services are offered by third party specialists. 1,2,3
Select one of the 7 topics below and learn more about wealth management
Launched in 2003, our private Portfolio applies a discretionary management approach for our long-term capital growth assets and is reserved solely to our clients.
Our professional qualifications demonstrate our ability and commitment to comply with our guiding principles and highest ethical standards.