Our Service Offering

Building wealth is about more than just money...

You also need to establish a realistic plan to carry out your projects through the years.

Through a proactive and integrated approach, we will help you:

  • Determine your investor profile and investment objectives;
  • Evaluate the current allocation of your assets;
  • Adjust your investments to the projects you wish to accomplish over the short and long terms;
  • Analyze your revenue sources as well as their tax consequences on your overall financial situation; and
  • Determine the factors that can restrain your investment strategy, namely those pertaining to your estate, legal and fiscal situations.