Our wealth management

After reviewing your financial needs and goals, we’ll put together a comprehensive and evolving financial plan to manage your assets. The plan may include strategies for retirement planning, business and asset transfers, tax and estate planning, tax optimization, and insurance coverage.

Services marked with asterisk are provided by or in partnership with Desjardins Securities Financial Services Inc., a caisse or a third-party professional.

We want to build a long-lasting partnership based on trust. Contact us to see how we can help you reach your goals.