Our Approach

Our wealth management approach is tailored to your investor profile, your goals, your needs and your comfort zone. The action plan we'll propose reflects your personal and family situation.

  1. Understanding Your Situation and Environment
    • Understanding your needs and priorities
    • Determining your financial goals
    • Creating your investor profile
    • Identifying your comfort zone
  2. Developing a Personalized Strategy
    • Creating an action plan based on your financial goals
    • Obtaining a complete overview of your assets
    • Setting up a personalized retirement plan
    • Choosing investment strategies that fit your investor profile
  3. Implementing Strategies
    • Executing your investment plan or building your portfolio
    • Reviewing your needs and priorities based on your actual personal and financial circumstances
    • Rebalancing or adjusting your portfolio

We'll send you regular updates that respect your busy schedule. You can expect:

  1. Follow-up phone calls and emails at a frequency we'll determine together.
  2. Research reports on the various products held in your portfolios.
  3. Communication of important news about your securities.
  4. Monthly, quarterly and annual portfolio reviews to ensure that our investment choices continue to meet your needs
  5. Invitations to seminars and evening information sessions on various financial topics of interest.
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