Personalized support
Our mission
Roy Alaurent Team's mission is to meet your specific requirements, whether it is for investments, tax questions or concerns regarding retirement.
In order to do so, it is essential to surround ourselves with National Bank's approved professionals: insurance & tax specialists, private bankers, financial analysts, amongst others. The strength of our combined expertise will provide you with highly personalized service.
With our multidisciplinary team and our access to a full range of financial solutions, we are able to respond quickly and efficiently to our customers. We entrust the management of your financial assets with the utmost importance, which is why we are committed to continually challenge ourselves. The keywords that guide our practice are: performance, transparency, caution, passion and integrity. Offering tangible solutions according to your goals: We make it personal!
We look forward to work with you,
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
