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Jean-Francois Papillon
Christian Roux
Sébastien Blais
Nancy Bélanger
Tania Chiniara

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

We are passionate about your financial success. We offer a highly personalized & integrated approach to ensure growth, preservation & transfer of your wealth to those you care about.

Why work with us

We are a multi-generational team of Wealth Advisors and Portfolio Managers that is committed to providing a holistic and highly personalized approach to entrepreneurs, professionals and affluent retirees. We provide peace of mind by helping our clients grow, preserve and transfer their wealth.

Our depth of experience and knowledge base sets us apart from the rest.

We truly care about the success of our clients. We take the time to fully understand your needs and create a financial plan designed to help make your goals a reality.

Our Specialities

  • Portfolio Management

  • Financial Planning

  • Retirement Planning

  • Estate Planning

  • Business transition Planning

Our Beliefs

People value advice in this complex and changing world.

Hope is not an investment strategy. You need a plan.

Manage risk but not avoid it. Optimize risk-adjusted returns.