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Contact Us

Claude Desrochers
Karina Campos
Arthur Martinot
Marie-Hélène Desrochers

Tel: 514-282-5957
Fax: 514-282-8199

1501, avenue McGill College
32e étage
Montréal, QC
H3A 3M8

Our Process

We have the knowledge and expertise to guide you through the Financial Planning process and help make you and your family's personal and financial goals a reality.

We begin by working closely with our clients to identify their goals and risk tolerance and to understand the nature of their existing asset base.

This is usually done through a questionnaire and establishes a clearly defined written investment policy statement, which becomes the basis of the client’s ideal asset mix as well as our investment roadmap.

We review our strategy on an on-going basis and evaluate potential adjustments in response to changes in economic conditions, market trends and client needs. This is a continuous process, which will provide you with confidence about your financial future and the peace of mind you deserve.