process

Making your wealth the masterpiece of your life
A holistic approach to investing is a structured process designed to optimize your financial situation and wealth. It aims to help you reach your goals within the constraints and prospects of the future. Such an approach leads to the development of cohesive, realistic and integrated strategies and measures resulting in an action plan.
 
Here are the four steps of this process:

Step 1: Talking

During our initial meetings, we will take the time needed to get to know you and to understand your personal story, your priorities and your experience as an investor. We will take the opportunity to clearly explain the “four pillars of investing.”

Step 2: Developing

After establishing your investor profile and defining your financial goals, we will develop an investment strategy specific to you. We will present you with our recommendations and a comprehensive action plan in person.

Step 3: Taking action

Once approved, the action plan can be implemented. To simplify your life and make the process easier, we will also take care of all the administrative aspects.

Step 4: Reviewing

With your assistance, we will set up a system for monitoring your portfolio so that you know at any time where you stand. Regular meetings will also allow us to review and update the strategy according to changes in your personal situation.