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Contact Us

Daniel Haché, CIM, FCSI

Tel: 514-282-5988

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

Our Process


Managing assets with optimal use of resources





It’s important to select the right strategies and options for your wealth as well as implement them with advice-led, outcome-oriented custom solutions. Grounded on thorough in-house collaboration and external input from acknowledged experts, we follow clear steps to achieve return objectives while minimizing risks.
 

STEP    Discovery

We learn about your vision, your values, your needs and what’s important to you. We elaborate on how our approach can add value in your life.
 

STEP    Establish Goals

We understand and define your goals, determine risk tolerance, analyze current assets and investments as well as your wealth situation.

  
STEP   Strategy Development

We present our custom solutions, our recommendations and your Investment Proposal. These are shared in a mutually committed relationship to move forward.
  

STEP   Evaluate Alternatives

We coordinate with other professionals to address tax planning, asset protection strategies, wealth transfer/legacy planning, trust/estate planning and family dynamics.
  

STEP    Implement Solutions

We implement your plan with your goals and our custom solutions, ensuring a follow-through of all specialist recommendations and road map components.
  

STEP    Monitor & Adjust

We establish a review schedule, monitor progress and adjust planning with life changes and market conditions to ensure generated results are in line with your plan.