Contact us

Need answers? Contact us!

We are here to help

Our team of specialists is here to meet your needs.

Suite 71171

Phone : 1 800-760-9595

Fax : 450-760-9625


40 Gauthier St. South Suite 3500
Joliette, QC, J6E4J4

Business hours

Our team of experts

CIM, FCSI

Senior Wealth Advisor & Portfolio Manager

M. Sc., Pl. Fin, CIM

Wealth Advisor & Portfolio Manager

BAA, Pl. Fin.

Wealth Advisor

Julie Coulombe

Senior Wealth Associate

Jacynthe Therrien

BAA

Wealth Associate

Nancy Audette

Associate

You are unique

And so are your needs. Contact our team of advisors for a personalized experience.