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Contact Us

Dominique Patry
Michel Valade
Chantal Beaulieu
Shirley Nei
Catherine Lach

Tel: 514-282-5876

Tour McGill College
1501, av. McGill College
Bureau 3200, 30e étage
Montréal, QC
H3A 3M8

Our Approach

Understand - Analyze - Act 

Successful investing requires developing a sound and disciplined strategy and sticking with it. By preparing a financial plan, we provide you with the means to stay on course toward your present and future objectives. The service we would like to offer you is a comprehensive service that includes management of your investments, minimization of your taxes, and transfer of your assets to your estate as efficiently as possible. Your account will be managed, directly or indirectly, by the following people and entities:

  • BMO Nesbitt Burns – Dominique Patry – Montreal

  • BMO Nesbitt Burns – Portfolio Management Advisory Group

  • Investment managers