Investment Philosophy

Our management style is aimed at providing you with stable and high income that shields you against inevitable market fluctuations. We offer competitive returns in accordance with your investor profile and the economic environment, and we are strongly committed to the active and personalized management of your investments.

We realize that achieving strong long-term returns requires minimizing losses during inevitable market downturns, and we apply this vision when selecting investment products.

We also understand that many investors want their investment portfolio to reflect their values. Therefore, we favour securities by issuers with a solid social, environmental and governance (ESG) record. Besides offering attractive growth potential, these investments create positive impacts for society.

Maintaining our independence from providers of investment products is a priority for us. We meet with our providers on a regular basis to ask them questions of major importance to our clients and to verify that they are complying with the mandates we assign to them. Our investment committee carries out a monthly review of our providers and the selected investments to ensure that they are still the best on the market.

Our client approach

1. An initial meeting to get to know your needs, goals, dreams, values and constraints.
2. A comprehensive service offer that covers complex financial planning, estate and tax analysis, business transfers, trust services and insurance, with the involvement of external partners if necessary.
3. Service offer accepted.
4. Portfolio constructed and service offer implemented.
5. Creation of a communications plan including at least one in-person meeting each year.
6. Communications plan carried out.
7. Communications plan and portfolio adjusted over time.