What sets us apart
Customer service
You are at the very core of our decision-making process. We manage your wealth the same way we manage our own.
Versatility
Our dynamic and knowledgeable professionals quickly adapt to changes occurring in the financial markets and in your life.
We don't let emotions get in the way
We always look at the bigger picture to make the right decisions for your individual investment goals.
Personalized services
You’re more than just a number. Take the guesswork out of the equation with customized, personal and professional assessment and guidance. Our proven wealth management services are based on our sincere belief that each client is unique and deserves an exclusive strategy.
Comprehensive financial product offering
We have access to a wide variety of financial products. You can rest assured that our precise recommendations are specific to your personal wealth needs.
Our Values
Our relationship with you is founded on integrity, transparency and trust.
Integrity
Our methods leave no room for uncertainty or assumptions—your needs and well-being come before everything else.
Transparency
We communicate clearly and concisely, so you can understand how your wealth is being managed.
Trust
We work hard to build and maintain trust with all our clients so we can truly understand their needs and goals.
Our Social Commitment
- The Gatineau Health Foundation
- The Montreal Canadiens Children's Foundation
- Sponsor of the Association pour l'intégration sociale d’Ottawa (AISO)
- Financial services program consultant at La Cité collégiale
- Marc-Antoine sits on the board of directors for the Business Club d'Orléans (BCO)
- Luc and Alexandre are members of the Chamber of Commerce of Gatineau