Our values

Each member of our team places at the heart of our business practice a set of values, which include professionalism, integrity, honesty, respect and empathy.

These values are reflected in our work, guide our daily actions and decisions and promote the development of positive and lasting relationships with you, your loved ones and with your other wealth management  specialists.

A commitment to excellence is the cornerstone of our team.

Our mission: To support you in achieving your financial goals throughout your life and beyond!

Our convictions

  • Provide you with top-quality advice to help you achieve your most important financial goals while upholding the highest standards of ethics, integrity and professionalism.
  • We know that being listened to and understood is a fundamental need. Our solutions are proposed and presented with integrity, that is to say with their advantages and their limits.
  • Beyond the management of your assets, we support you throughout the evolution of your life, meaning we are there during good times and bad times.
  • We believe in the importance of a business relationship based on partnership and the sharing of a common vision.
  • We believe that in an environment where risks and emotions are present, it is necessary to have a proven process and a rigorous methodology.
  • We believe in the need for portfolio diversification.
  • We believe that efficient use of multiple managers maximizes the risk-return relationship.
  • We believe that transparency is essential in any business relationship.
  • We know that the growth of assets leads to an exponential increase in the complexity of solutions.
  • We believe that portfolio management must be accompanied by a highly specialized, professional and personalized service.
  • We are convinced that by educating our clients, we reduce the risks associated with behavioral finance and therefore increase the probability of returns
  • We believe that  good planing provides peace of mind, financial health and the achievement of goals

Our driving principles

Estate protection - Our first concern for you.

Diversification of assets - The cornerstone for managing your portfolio.

The assurance of having the right modus operanti. - For your well-being and comfort.

A long-term business relationship - Your best chance for success.

Transparency - Essential for building a solid business relationship.

Mutual trust - A catalyst for engagement.

Our involvement in the community

Our team has always made it a point to get involved and give back to the community; whether it be through financial support or by investing our time.

Our extensive network includes nearly 100 points of service across the country, from Halifax to Victoria. Over the years, the FENBB has forged lasting relationships with Canadian families, acting as a financial partner for successive generations.

Contact us

Our team members are there for you. Contact us directly at