1501, ave. McGill College
the years, we have learned that to be good advisors, we have to do more
than just propose good investments. We have to have patience and an
ongoing commitment to listen to and know our clients. We have a
personal interest in working with them to define their needs, helping
them understand the circumstances and the different options available to
Personalized Portfolio Manager
think that clients need access to their managers. This key element
creates a strong link between client and manager and it ensures that the
contact is personal.
way to keep clients involved is to strengthen our partnership. As that
relationship evolves, everyone takes part in the decision-making and
clients are kept informed of the risks. We want to manage the risks for
our clients while sharing the responsibility with them.
Who do we work with best?
Clients can be active, passive or both:
Clients participating actively are those who want to be involved in every investment decision in their portfolio.
interested in being passively involved determine the risk profile they
want and the investment strategy they prefer. From that point on, our
team actively manages their portfolio on a discretionary basis.