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Viviane Schofield
Rémi Lalonde Defilippi
Julie Longpré
Marc-André Cardinal

Tel: 450-360-5044
Toll Free: 1 877-725-0055
Fax: 450-360-5048

Address
399, rue Principale
Granby, QC
J2G 2W7
Map

Other Locations

108, rue Principale
Cowansville, QC
J2K1J2

101, chemin Lakeside
Knowlton, QC
J0E 1V0

1501, McGill College Avenue, Ste 3200
Montréal, QC
H3A 3M8

1850, Panama, Ste 400
Brossard, QC
J4W 3C6

My Values

Business Philosophy

I firmly believe that my clients' interests are best served by taking a fully-diversified portfolio approach to investing. I work closely with my clients to formulate customized investment strategies designed to improve portfolio returns, while keeping risk at acceptable levels. Whether a client is conservative and income oriented, or looking for growth, I design an investment strategy that best fits his/her needs.

Mission Statement

I am committed to building a solid, lasting relationship with all my clients. Keeping clients informed is a top priority for me, and this means providing access to a wealth of educational materials, promptly returning phone calls, and quickly following up on administrative issues. It also involves monitoring accounts on an ongoing basis to take advantage of opportunities and changing market conditions as they arise. I regularly review goals, strategy, and portfolio performance with my clients.

The Importance Of A Sound Investing Partnership

Many financial issues affect us all: saving for retirement, minimizing taxes, setting aside funds for a major purchase or to finance a child's education. To reach your own financial objectives, you need to consider the challenges of building and preserving capital in today's increasingly complex marketplace.