Wealth Management

Equipped with many years of experience, our team will analyze your financial situation in all its complexity and develop a personalized action plan to help you reach your goals. In addition, we have access to a network of in-house and external specialists who have proved their value and are capable of meeting all of our clients’ diverse needs. We are also happy to partner with professionals selected by our clients.

We place a strong emphasis on communication and on listening attentively to our clients. For us, trust is everything. Because various aspects of your personal and professional life can significantly affect the way we manage your assets, we advocate openness and transparency.

As a financial planner, Martin-Guy Bernier has the expertise to conduct an in-depth analysis of all the aspects involved in the sound management of your personal finances. We also have access to a team of planning specialists who can provide assistance with more complex matters.

As investment advisors, we can offer advice and guidance connected not only to the allocation of your assets but also to your investment choices and your needs related to estate analysis, tax analysis, complex financial planning, business transfers, insurance and trust services. We also provide clients with peace of mind by helping them prepare for retirement. We develop detailed, tax-efficient withdrawal strategies and select income-generating investments to ensure that our retired clients can enjoy a comfortable retirement.