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Dominique Patry
Catherine Lach
Chantal Beaulieu
Shirley Nei
Philippe Patry

Tel: 514-282-5876


1501 avenue McGill College
Bureau 3200
Montréal, QC
H3A 3M8

Why Work With Us

  • Our team has been in business for over 25 years and manages asset portfolios
    of over $500 million for individual and corporate investors.

  • We always have our client's best interest in mind.
  • We are always available and what we do for our clients, we do exceptionally well.


Added value :


  • We believe that your financial well being goes far beyond your investments. By reviewing your entire financial picture, we are better able to assist and advise you on the best solutions to meet your specific needs. That is why more and more investors prefer to entrust their investments to a multidisciplinary and seasoned team of advisors rather than to a single investment advisor. Our typical clients include lawyers, start-up companies, senior managers, retirees, etc.
  • For our clients with specific estate management and tax planning needs, our associate specialist, Mr. Jean Richard, brings extensive experience in these fields. He worked for 10 years as the chief tax specialist with a major accounting firm. He also worked three years as a tax and estate planning specialist for London Life and Great West. Mr. Richard has been providing exclusive services to our high net worth clients since 2001.
  • In addition to monitoring portfolios on a daily basis, we schedule meetings periodically to make certain that your objectives are being met. Our clients can also access their account details online via the BMO Nesbitt Burns Gateway – a confidential Website that allows our clients to display their assets and the transactions finalized at the close of the previous working day.