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Contact Us

Pierre Morin
Patrick Delaney
Brenda Walls
Neela Patel
Hugo Lessard
Josee Dupont
Nancy Landry
Janie Morin
Katia Harb
Louis Morin

Tel: 514-282-5828
Tel: 450-755-5040
Toll Free: 1 800-363-6732
Fax: 514-282-5838
Toll Free: 1800-363-6732

Address

1501 avenue McGill College
Bureau 3200
Montréal, QC
H3A 3M8
Map

Process for Success

 


Our business process consists of five crucial steps that serve as the basis of our relations with our clients

1. Exploratory meeting and updating of your situation
2. Analysis of your financial needs and investor profile
3. Identification and preparation of a personalized solution
4. Account opening and execution of transactions to fulfill the mandate
5. Periodic follow-up, regular communications and adjustments as required