Investment philosophy

The best portfolio is the one that’s right for you and that allows you to achieve your goals. We’ll develop an investment strategy that’s tailored to your specific needs, based on:

  • Your family situation
  • Your financial situation (income, assets, debts, taxes)
  • Your budgetary constraints and income needs
  • Your short- and medium-term projects, and your retirement dreams
  • Your personal values
  • Your investor profile

Striking the right balance: So you can take advantage of new growth opportunities, while limiting your exposure to market fluctuations, we strive to balance your asset allocation by:

  • Industry
  • Geographical area
  • Fund type

Tax impacts: We automatically analyze the tax impacts of the investments we recommend, because minimizing the taxes you have to pay is an excellent strategy for growing your assets.

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