Team Chartier, Grandmaison

Wealth Management Advisors and Portfolio Managers

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.

 

 

 

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

  • Investments that are aligned with our values
  • Focusing on inclusion and improvement 
  • Engaging as shareholders

 

  • 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

Awards

Under the National Bank Financial Excellence Recognition Program, Team Chartier, Grandmaison earned the following awards:  

Our team earned this award in:   

2020 

2019 (National award)

2018

2017

2016

2011

Our team earned this award in :

2018

2012

Our team earned this award in: 

2019

2014

2013

Our team earned this award in: 

2012 

2011

Contact us

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