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Patrick Bennett
Marie-Hélène Roussin

1501, avenue McGill College
32e étage
Montréal, QC
H3A 3M8

Managed Accounts, Investments Strategies, Business Strategies, Retirement Planning, Fiscal Planning, Estate Planning, Testamentary Trust, Managed Companies
Our Philosophy

We work closely with each of our clients to put in place personalized investments strategies to maximize their returns and at the same time reduce the risks. Whether the client is conservative, wants fixed income, or wants growth from his investments, we will put in place the optimal investment strategy suited to his needs.

Sound Advice: We have the experience and the know how to provide sound advice, backed by the best research team in the business.

Monitoring and Reporting: We keep a very close eye on our client's portfolios. We issue a quarterly report to our clients - it reports on market performance as well as our investments and includes suggested strategies.

  • A unique mix of portfolio management and advisory services for individuals.

  • Conservative investment style.

  • Languages Spoken
    English, French

    What to Expect as a Client

    We are Different

    Our Holdings

    Support Team