Our team is made up of highly qualified investment professionals with many years of experience in wealth management.
We leverage the specific expertise of all our team members to ensure our clients get the best possible financial management advice.
Our mission is to offer you insightful, responsible strategies for managing your assets, aligned with your risk tolerance, to help your investments grow from generation to generation and give you financial peace of mind.
We're committed to discretion, transparency, discipline and integrity.
These values guide our relationships with clients.
We're here to help you build, protect and manage your wealth.
Our rigorous 3-step process allows us to fully understand your investor profile, needs and develop personalized solutions.
Available in French only
Our clients greatly appreciate our dedicated advice and support.
We've earned a number of awards under National Bank Financial Wealth Management's Recognition of Excellence Program.
2015 to now - Member of The President's Club
2015 Best Asset Growth award, Regional Winner, South Shore
2013 Excellence in Portfolio Management award, Regional Winner, South Shore
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