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Contact Us

Johanne Claveau, M.Sc.(fin.)
Allan Xavier, CFA
Vanessa Duclos

Tel: 800-363-6732
Fax: 514-286-3583

Address
1501, ave. McGill College
Bureau 3200
Montréal, QC
H3A 3M8
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Wealth Management

We provide an integrated wealth management approach to guide your financial decisions by aligning your short, medium and long-term goals.

We discuss wealth management in a structured manner and establish an overall strategy that leaves nothing to chance. Our framework integrates the dimensions of accumulation, protection, conversion and transfer of your wealth.

Many planning decisions have a significant impact on you and your family. Our team will help you to optimize all aspects of your financial situation, at every stage of your life.


 

We will work closely with your trusted professionals to align our respective strategies to achieve your personal and financial goals. If required, we can support you by accessing our extensive network of experienced professionals:


  • Tax specialists

  • Accountants

  • Actuaries

  • Notaries


  • Lawyers

  • Estate planning specialists

  • Private bankers

  • Directors of commercial accounts


Get to know us at the Claveau Group