Wealth Management

Our role

Develop a thorough understanding of your situation and of your needs.

As wealth manager, we aim to become your first contact regarding any aspects of your financial plan:

  • Investments
  • Borrowings
  • Taxes
  • Insurance
  • Estate

Collaborate with our financial experts to help to achieve your goals.

For more information on the services offered, click on «Your family and you».

 Filter the wide universe of available investment vehicles to assemble the optimal combination suitable to you; favor capital protection by investing in well diversified and high-quality securities, their tax efficiency and the various attributes each accounts as to offer (RRSP, RESP, RDSP, TFSA, Cash/Margin account).

Structure your portfolio best suited to your situation by providing the highest probability of fulfilling your objectives at the lowest level of risk possible and re-balanced periodically.

                « A goal without a plan is just a wish. » - Antoine de Saint-Exupéry