Wealth Management

We offer two investment management styles: traditional management and discretionary management. Regardless of the management style chosen, our work is founded on a rigorous, professional process.

Traditional management:

  • minimum of $150,000 required
  • Core & Explore portfolio
  • fee-based or transaction-based compensation

Discretionary management:

  • minimum of $300,000 required
  • allows you to entrust your portfolio to one or more of our carefully selected investment managers
  • allows for complete peace of mind requiring no daily involvement
  • carried out while respecting, to the fullest extent, the investment policy and investor profile established
  • fee-based compensation
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