What to expect from us?
In addition to personalized portfolio management – the result of our ability to allocate assets and balance risks and rewards – we offer you a comprehensive financial plan based on ongoing strategic and practical advice rooted in experience, discipline and our focus on your short and long term goals.
Full range of advice
Advice Our expert advice helps you stay on track with your financial goals. Wealth management We manage all aspects of your financial situation (financial, tax and estate planning, retirement and education savings, insurance, philanthropy, etc.) using an impartial and holistic approach. Recommendations Through our professional services alliances, you have access to a whole network of independent experts, including accountants, lawyers, lenders and insurance specialists. Discipline We resolutely focus on your long-term goals to avoid letting emotions influence you. Training You have the information and resources to influence your financial future – and take control of it. Meetings We maintain ongoing points of contact based on your preferences (meetings, phone calls, e-mail, etc.) Estate planning With an effective estate plan, you are assured that your wishes will be respected. Tax planning By reducing your tax payable, you maximize the effectiveness of your financial plan. Goal Setting We establish clear and consistent priorities with you and ensure regular monitoring, review and evaluation. Risk management We identify, measure and reduce investment risks by taking into account your tolerance parameters to best preserve – and grow – your capital. Insurance advice Our recommendations aim to preserve your financial stability (thanks to segregated funds, annuities, and disability, critical illness and long-term care insurance, among other things). Retirement savings Our comprehensive solutions help you realize your dream of a happy and fulfilling retirement. Education savings We present you with different savings and investment options such as TFSAs, life insurance products as well as non-registered accounts, trust accounts and corporate accounts. Research We keep you up to date on everything that impacts your financial plan, from general industry trends to specific macroeconomic and microeconomic factors.
Investment strategies tailored to your needs.
We can help you achieve your financial goals! Contact us today.