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Stéphane St-Germain
Catherine Sansoucy
Josée Nadeau
Dominic St-Jean

1850, rue Panama
Bureau 400
Brossard, QC
J4W 3C6

Our Clients

Our clientele is mainly composed of retired people, entrepreneurs and professionals looking beyond the traditional services offered by investment advisors. They want an integrated and personalized approach to wealth management, which encompasses the following:
  • Investment advice of a renowned advisor.
  • Complete financial and retirement planning.
  • Tax-efficient strategies compatibles with their profile.
  • Succession planning adapted to their situation.