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Stéphane St-Germain
Catherine Sansoucy
Josée Nadeau

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

Process

We believe that the foundation of a personalized retirement plan lies on a detailed analysis of your personal situation and of your financial objectives. Our rigorous process of data gathering and analysis allows us to conceive with you a retirement plan that integrates all relevant aspects of wealth management that applies to your situation, and to determine which alternative strategies (e.g. tax-effective, succession transfers) could allow us to maximize the long-term growth of your assets.