An investment team you can trust...
Welcome,
When looking for an wealth advisor, it is important to find a team that you can trust to put your best interests first and work with you to achieve your financial goals. Our team recognizes that honesty and integrity are values that are immensely important in the financial industry. We strive to provide financial advice in accordance with these values while protecting and growing your investments.
As your wealth advisor, you can trust that I will be there to help you and your family navigate your evolving financial needs with greater clarity. We recognize that each individual and family is unique with their own set of goals, and we therefore tailor your wealth management plan accordingly.
Our objective is to protect and grow you wealth while minimizing your tax exposure. We approach investing with a patient, long-term strategy that translates into stable an consistent returns.
To learn more about us, please refer to "our team" to learn about our individual backgrounds and experience.
Sincerely,
Sandra Genereux, B.SC., CFP®, CIM®, FSCI
Wealth
Advisor & Portfolio Manager
Samantha
Sheppard, B.A.
Wealth Associate
Discover our company
Our purpose
Our objectives
As your partner in financial success, we're here to support you with all your investment goals. You can count on our help to make your money work for you.
Our values
We're committed to honesty, integrity and excellence. Our comprehensive financial planning service and personalized solutions will provide you with peace of mind.
What makes us stand out
Our clients greatly appreciate our dedicated advice and support.
You can always count on:
- Our commitment to helping you achieve your goals
- Our approach
- Our integrity
- Our professionalism
- Our transparency about the compensation we receive
