Michel Bertrand Wealth Management Team

Our expert team is here to meet your financial needs.

Enduring relationships are the outcome of promises fulfilled 

 

As a team, we gave ourselves the mission to become your trusted professionals for all of your concerns in regards to your financial well-being. To achieve this vision, we take the time to throughly understand your needs and motivations in order to propose a personalized solution. Whether it's for your Financial Plan,  your personalized investment solutions, your risk management needs or your Estate Plan, we carry the experience and expertise to meet your expectations. 

 

This site has been created with the purpose of presenting our team, our philosophy, our service offering and our business process. We invite you to browse the whole site to learn about us and the benefits you would receive by doing business with us.

 

Let us help you achieve your goals.  

 

Anticipate your needs. Exceed your expectations.

By taking advantage of our expertise and resources, we will assist you:

Achieve your financial goals

Ensure your financial security and that of your loved ones

Realize your projects in the short, medium and long term

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A remarkable journey 

  • 2020 - Team of the Year Award - National Finalist
  • 2020 - Portfolio Management Excellence Award - Ontario Region 
  • 2019 - Portfolio Management Excellence Award - Ontario Region 
  • 2019 - Rising Star Award - Simon-Pierre Dubreuil - Ontario Region  
  • 2018 - Team of the Year Award - National Finalist
  • 2017 / 2018 - Team of the Year Award - Ontario East / North Atlantic Region
  • 2016 - Wealth Management Excellence Award - Ontario East / North Atlantic Region
  • 2015 / 2016 - Wealth Management Excellence Award - National Finalist 

Contact us

Get contact information for our team members and find out where our offices are.