What sets us apart

Focused on excellence, we help you achieve your financial goals while fully respecting your values.

Our assistance, which includes realistic management of your expectations and sound planning, simplifies your life. All our actions and decisions are dedicated to enhancing your well-being.

The pleasure of serving you

With our wealth management services, we have the privilege of guiding you at all stages of your life (beginning of your career, mid-career, and retirement) and of offering you the necessary products and services to achieve your goals.

Since life is also full of unforeseen events, you can count on us to support and advise you through the good times and bad, which can impact your financial situation.

 

Our values, like our foundation, are deep and solid:

  • Excellence, which drives us to always excel.
  • Compassion and attentiveness, essential to understanding your needs and aspirations.
  • Professionalism, at all times.
  • Discipline, because it fosters a methodical, rigorous approach.

Our social commitment

Respect for life and for others

  • Fondation Marie-Vincent
    Dedicated to the well-being of children 12 years of age and under who are victims of sexual abuse.
  • Montreal Canadiens Children’s Foundation
    Helps and supports children in need.
  • Fondation Esprit de Corps
    Supports the cause of single-parent families.
  • Fondation du CHU Sainte-Justine, Fondation du Collège Jean-Eudes inc. and Fondation du Collège international Marie de France (fundraising)
  • Club de ski Mont-Tremblant
    Helps the Club’s elite skiers develop their full human and sports potential.
  • The Weekend to End Women’s Cancers, benefitting the Jewish General Hospital
  • Teaching karate to youngsters and refereeing regional tournaments
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