What our clients have to say about us

"Before I met Daniel, I had dealt with several financial advisors and even tried self-managed investments. I reached the conclusion that when you are not proficient in something, it is best to delegate it to a trustworthy professional. Daniel has a hearty laugh, an optimism second to none and energy to spare. Always cordial and an attentive listener, he inspires trust. Financially, Daniel has proven himself with some strategic decisions and a winning performance that I validated against financial benchmarks. When markets were up, Daniel was able to achieve above-average growth for my portfolio; when they were down, he knew how to preserve my wealth."

- J-P Rayes, April 2021

"Thank you Josée and Pierre. It's all about customer service since 1983 !!! It's hard to get better than your team. Thank you so much!"
- Gérard Bonin, April 2021

"Let me take a few minutes to convey how fortunate I am to have Hugo Lessard as my financial advisor for more than 15 years. Over time, he always stayed the course to optimize my planning while bringing me closer to my goals. What I really appreciate with Hugo is that he is always well informed, available and generous with his time. He always offers appropriate advice and recommendations that extend beyond financial planning to subjects such as family wealth."

- N. Malette (Hugo’s client since 2006), April 2021

"Heartfelt thanks. I know you spent a lot of time on my account. You were patient, understanding and helpful with this time-consuming process, for which I am very grateful. Thank you to Josée, who has been there since the beginning and always encouraged me in my decisions, and to Louis, who proved very patient and cooperative with me. Louis is taking over smoothly and I sincerely feel very confident! You are an amazing team!"

- M. Gagnon, February 2021

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The opinions expressed above are those of the named client author and are in no way representative of the views of all clients. Client testimonials do not constitute a guarantee, warranty, or prediction regarding outcome of your investments.