We are a dedicated team of seasoned professionals working in wealth management for a large number of families throughout Quebec and Ontario. We build and apply a concrete plan of actions that will help you improve your finances while considering your life goals, assets and liabilities, investment style, expectations in terms of financial independence, as well as any need you may have related to succession and philanthropy.
We are a team that listens to our clients. You can depend on quick and responsive feedback to any question or concern. We pride ourselves on excellent service, and to facilitating our clients’ needs with professional, prompt and dedicated personalized advice.
We can meet at your convenience. You can schedule virtual meetings online, by telephone or in person at the time, frequency and location that suit you best.
You can rely on our support for all your needs, including investment planning RRSP, TFSA, Non-Registered, risk management, business advice, estate planning and philanthropy. We also work in partnership with professionals from related sectors to optimize your finances as a whole. Furthermore, we ensure that you make sound financial decisions by offering tailored financial coaching.
Our proposed investment philosophy for your situation embraces the importance of customized investment planning and implementation. Your portfolio should strike a balance among managing risk, seeking return and minimizing complexity. That balance shifts with your specific needs, risk tolerance and your understanding of financial instruments. Our number one priority is that you feel comfortable and in control of your portfolio.
It is important for us to manage the tax costs of investment decisions. This is a significant contributor to after tax wealth accumulation.
To us, fees will have the greatest impact on the long-term return of your portfolio. The structure of our fees is simple and without any surprises. We also offer fee reductions as your assets, and your family’s assets, grow.