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Contact Us

Gerald Perron, FCSI, CIM
Jonathan Sénécal, CIM
Mathieu Bouthillier, CFA
Victoria Antzinas

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

Partnership Process

 
1. First meeting - Introduction:
  • Presentation of the group, its business philosophy and its investment methodology.
  • Understanding your situation and defining your objectives.

2. Second Meeting - Financial diagnosis
  • Overall analysis of your financial status and your objectives and constraints in order to devise your investment strategy.

3. Third meeting - Solutions and recommendations


4. Follow up & Service
  • Annual meeting
  • Personal contact every quarter
  • Detailed reports
    (portfolio, performance and fees)