Our team

Our Mission

Managing money is our business. Helping people succeed is our passion. You can count on us to do both and help you build a secure financial future.

You can count on us to:

  • Help you build, grow, and transfer your estate
  • Assess your financial situation and expectations
  • Answer all your questions
  • Help you achieve your most important goals
  • Give you peace of mind

We get to know you and your needs

Our team of seasoned professionals delivers solid wealth management expertise and exceptional customer service.

In addition to taking care of your investments, returns and financial security, we’re your first point of contact for all money matters.

We pride ourselves on being there for our clients. Our people-focused approach means listening to what you have to say so we fully understand your unique financial picture.

  • David Tourangeau BBA

    Senior Wealth Manager

    For nearly 20 years, David Tourangeau, a graduate of HEC Montréal, has been an advisor to professionals, entrepreneurs, healthcare professionals and affluent families looking to build sustainable wealth.

    David uses a comprehensive approach that covers investment strategy, tax optimization, retirement planning and wealth transfer to make sure all his clients’ needs and concerns are addressed.  

    Most of David’s clients consider him to be part of their family. This honour is testimony to how committed he is to his clients, the trust he earns and his willingness to listen to his clients and guide them.

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