- Financial plan
- Customized savings strategies
- Tax planning (RSP, RESP, TFSA, ect.)
- Turnkey management portfolio
- Banking and financing solutions
- Financial coaching for children and grandchildren
The management of your assets requires a comprehensive, multi-pronged approach. Our multidisciplinary team has been working in the industry for more than a quarter century and we are surrounded by professionals whose expertise complements our own.
As wealth managers, we ...
Advantageous family pricing
Our wealth management consulting platform "my
Wealth" offers you optimal pricing by taking into account the
consolidated billable assets of your family. Everyone wins while
respecting the confidentiality of your information.
Diversified and sophisticated investment management
Our independent selection of investment vehicles, our discpline and
our objectivity allow us to build robust portfolios that offer
protection and growth of your capital. By delegating
day-to-day decision making to us, our management becomes more agile
and allows us to seize opportunities when they arise while keeping a
cool head during turbulent times. In this regard, it is good to
"the reed bends but does not break"!
- Jean de La Fontaine, The Fables of La Fontaine, The Oak and
Wealth management involves making your assets grow, but also organizing them to anticipate the different stages of your life: wedding/common life, birth of a child, change of job, divorce, retirement, death, etc. You are unique and so are your projects, your aspirations and the management of your wealth, which is why our multidisciplinary team offers personalized solutions to each of its clients. We accompany our clients and their families one financial decision at a time, throughout their lives.
The quarterly summary is prepared by our team and published 4 times a year, in January, April, July and October. It is a must read for all our clients who entrust us with the management of their investable assets as we present the main changes we have made to our model portfolios during the quarter, our views on economic trends and the impact they have on our investment decisions.
Prepared by financial experts, our quarterly publication covers topics related to financial planning that are adapted to current economic events.