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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

Service Excellence

It starts with our promise to keep you informed and on track with your investment plan.  On a regular basis, we will review and monitor your accounts to ensure that it is still strategically aligned with your needs.  Your holdings will be repositioned to take advantage of market opportunities as they present themselves.  Our team prides itself on responding to calls and emails promptly in addition to handling all issues regarding your accounts accurately and efficiently.

Managing your own wealth can be complicated.  That is why we offer you our integrated solution: we cover all aspects of financial, fiscal, banking and estate planning.  Your trust in our integrity and performance is how we measure our success.