Portfolio management as part of a global wealth management approach
We are a multigenerational team with over 65 years of cumulative experience in wealth management and portfolio management. Our dynamic team structure means we can be there for our clients and quickly meet all of their needs.
Our mission is to be a trusted partner in helping you and your family realize your life projects.
The RSRR team:
What do we do?
Clients and their families
Richard Ste-Marie Roux Roy Team
Personalized, optimized portfolios
Manage
Overview of your wealth
Guide
Accessibility and customer care
Facilitate
