Team Leroux and Desharnais

For more than 30 years, we have been helping you to achieve your financial goals.

Why choose our team?

We are committed to making wealth management simple and accessible.

Simple, by taking the time together to explain how our services work. Whether you are building your financial plan or optimising your investment portfolio, our priority is to ensure that you understand the solutions we offer at every stage.

Accessible, thanks to the availability and responsiveness of our approachable team of five, recognized financial and client service experts. Do you have a question?

We certainly have an answer!

Our approach

Our mission

Our primary objectives

Our first and most important mission: to be your partner in financial success and to ensure the success of all your investment projects. Whether you are an entrepreneur, an employee or a retiree, our structured approach will help you plan your financial future in an efficient and friendly manner.

Our family values

Expertise, accessibility and cooperation - these are the foundations of our family team. By offering you a comprehensive planning service and personalised solutions, we give you the peace of mind you are looking for.

Our proven process

1. Getting to know and understand you

The first step is to get to know each other before working together in order to take stock of your situation, define your needs and prioritise your life goals.

2. Recommendations and structuring

Together we build a concrete, tailor-made action plan: your personalized roadmap to reach your set financial objectives and understand our approach.


3. Implementation and management

We implement your wealth management plan, giving you the peace of mind you desire.

4. Adjustment and optimization

Once the plan is in place, we keep monitor it, reviewing your goals and portfolio annually, making necessary adjustments when changes occur in your life

Throughout this process, you can always rely on:

  • Our commitment to you and your goals,
  • Our integrity and professionalism
  • Complete transparency

Contact us

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