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Contact Us

Derek Lennon
Arthur Aron
Manon Thibodeau
Paul Lalonde

Address
2828 Boul. Laurier
Bureau 380
Québec, QC
G1V 0B9
Map

Our Philosophy

Along with our clients, we clarify and choose the most appropriate strategies in the ever changing financial markets

. Tailor-made investment solutions for each client

. Portfolio monitoring and reporting

. Retirement planning

. Inheritance planning and insurance services

. Philantropic donation planning


OUR BELIEFS:

. Preservation of capital and minimisation of fiscal impact are primordial

. Dividends and income investment vehicles are a crucial part of performance

. Being on the lookout for new trends and keeping portfolios simple is essential

. Fees must be competitive and fair for the client as well as for the advisors