- Investments that are aligned with our values
- Focusing on inclusion and improvement
- Engaging as shareholders
Welcome!
As your financial needs evolve over time, you need different
solutions depending on the stage of your life. This is especially
important when you want to build the financial wealth needed to carry
out the projects that matter most to you. We understand this and we
can help you.
We invite you to discover the members of our team, our approach to managing your wealth, as well as our diversified service offering targeted to the numerous financial needs you will experience at different stages in life, including of course managing the world’s most important investments: yours!
Being well supported by one of Canada’s largest financial groups, we have the expertise and resources to help you reach your goals.
If you have questions or want more information, please do not hesitate to contact us by phone or by using the contact form.
Because giving is also receiving...
Once again this year, in memory of our clients who passed away in 2023, we have donated to the following charities, which we know are dear to many of our clients, and friends: 24h Tremblant, CHU Sainte-Justine, Centre Philou, Fondation Véro et Louis, Food Banks of Quebec, Fondation de l'Ordre des dentistes de Québec, Fondation Christian Vachon.
Our mission: to have a positive impact on people's lives!
Our expertise, your success
Our mission
Our mission is to have a positive impact in the lives of our clients and their family.
Our goal is to be partner of your financial success and to support you in achieving your goals by offering a "one stop shop" and turnkey solutions.
We offer a comprehensive planning service and customized solutions so that you get the peace of mind you are looking for.
Our convictions
- Maximize gains, protect assets
- Diversified, tax-efficient investment mix designed to take advantage of opportunities arising from market and economic developments
- Complementary expertise
- Consulting approach to your overall financial situation
- Personalized long-term financial plan
- Financial decision making
- Long-term investment strategy
- Rigorous and repeatable investment process
- Monitoring, rebalancing, adjusting portfolio
