How we work

We use a flexible approach that’s centred on 3 interrelated themes and can be customized for your specific needs.

  1. Analysis of your needs: We look at things like your retirement plans, your savings goals and any purchases you’re planning to make (for business or pleasure). In this analysis, we set goals to achieve and respect, as well as establish your investor profile.
  2. Personalized offer: Based on our analysis of your needs, we create a personalized investment plan to recommend investments that are compatible with your investor profile and our investment policy. We then implement the investment strategies we’ve designed for you.
  3. Follow-up on our service offer: We maintain a disciplined approach to our decision-making process, which is always in line with your goals. We also closely monitor investment performance. We are more than happy to work alongside any of the other professionals you rely on to ensure your financial success and are willing to meet with you as often as you’d like.

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