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Contact Us

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

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

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)