Bachelor of Business Administration(B.B.A.), École des Hautes Études Commerciales (HEC), Montreal, Canada
Fellow of CSI (FCSI), Canadian Securities Institute, Montreal, Canada
Team based approach
Actively managed, income oriented portfolios
Access to best-in-class BMO Nesbitt Burns equity research according to Brendon Woods
Who we are
We are a team of three:
Richard Lefebvre, Investment Advisor, Assistant Branch Manager
Paul Younan, Associate Investment Advisor
Nicole Gagnon, Administrative Assistant
Please refer to the our team link for more detailed information on our team.
What we do
We manage portfolios for a wide array of clients. Our clients can vary from young professionals, looking to grow their net worth through systematic saving plans, to seasoned entrepreneurs, who are thinking to retire soon and looking for a conservative income oriented approach.
We always strive to provide the best possible services for all individuals regardless of their account size. We will never turn down an account for a client that shows us the capacity and the will to build and growth his account with us.
How we do it
We manage our client’s money in two ways: On a fee basis or a commission basis.