You will feel our presence.
We are committed to providing you with confidence about your future. You will always be well informed and able to make well-informed decisions, whether you are on a beach in Bali or near your home.

We are multi-generational, just like our clients. 
We firmly believe that wealth management is a family business. It is comforting for our clients to know that a lasting legacy will be created for future generations. Among our most interesting and unusual qualities, our multi-generational team of advisors is a family office that often serves 2-3 generations of a same family. 

We are honest and transparent. 
We focus on the full and transparent disclosure of our fees and services. We want everything to be perfectly clear, because you deserve to know exactly how much you spend to properly judge whether the received value is worth the cost.

We are competent.
The team that Luc has carefully built is solid and competent. Our joy of learning and teaching shines through everything we do for our clients. When your situation requires empathy as much as expertise, we are here to help.