Profile

“I would like to take a few moments to tell you the main reasons why my spouse and I have entrusted our financial asset management to Mr. Marc Dalpé and his team. Three major reasons explain our choice:

1. Trust
2. Personalized approach
3. Results

Trust:
This started with Marc's clear, realistic and transparent expectations of results. He clearly demonstrated his past results and his approach to portfolio management. He didn't promise us disproportionate results nor did he try to talk negatively about the competition. We clearly established our investment objectives, risk tolerance and retirement goals. Since that day, this trust has been developed through the achievement of these results.

The personalized approach :
Marc's team, including of course Christina Guisti, our direct advisor, is always available to answer our questions or arrange a meeting with Marc. The possibility for a portfolio review, a retirement planification or just for clarifications on market concerns are very easy to arrange. In the past, I have experienced job loss combined with health concerns that have kept me off work for more than 18 months. A meeting was quickly scheduled to reassure us about our personal finances, to clearly establish the different scenarios, and to find solutions to help us reach our retirement goals. I felt supported and this support greatly helped me get through this difficult time by giving me realistic facts that were much less dramatic than I had imagined. This human and transparent approach made all the difference. Moreover, a very important factor for us is the fact that even though our portfolio is modest in comparison to the portfolios managed by Marc, we are fully confident we will be treated in the same professional and personalized manner.

Results :
Of course the objective of entrusting our savings to private management is to achieve financial growth objectives. For more than 10 years, Marc has been successful in meeting our performance objectives and growing our portfolio. His instinct, his flair and his knowledge of the market help us feel at ease when the market fluctuates. If you wish to have realistic results tailored to your needs, rest in peace and be treated in a personalized manner, trust Marc Dalpé's team.” [Translated from French]

“If my decision five years ago to entrust a large part of my assets to the team was based above all on your historical performance, that of staying with you and recommending you without hesitation can be summarized as follows: 

• Always delivered on ever-growing promises
• Unrivalled client service
• The great confidence I have acquired over the years in your organization to manage my portfolio, regardless of market turbulence.  The environment of the past year has only strengthened it.” [Translated from French]

“Thanks to Marc’s attentive listening, his availability to my needs, his flexibility, his thinking outside the box, his rapidity of response and the professionalism of him and his team, I am fully confident in the advice they give me. Without them and the returns Marc was able to generate despite the market turmoil (with him I earned money while my former advisor just told me that I had to accept my losses), I could not have envisaged a comfortable retirement. Marc and his team were able to alleviate my concerns for the future.” [Translated from French]

“When you think about investing your savings to make them grow in preparation for retirement, the first thing you think about is, "Who am I going to entrust my money to? Who can I trust?”

A relationship between a client and an investment advisor is built first and foremost on trust. Without trust in the competence, honesty, probity and objectivity of one's investment advisor, the client is better off entrusting his or her money to someone else.

Having worked for several years for an investment dealer I, unlike the average investor, have had the opportunity to get to know this industry, to understand how it works and to meet top professionals. In my opinion, investment advisors, i.e. representatives of full-service investment dealers (brokerage firms), are, among all the intermediaries in the securities industry, the best placed to make our savings grow.

I have no worries about entrusting my savings to Marc Dalpé and his team. I know how he works: he keeps abreast of the world economy and analyzes international geopolitical events; he reads the Canadian and foreign financial press, visits the countries in which he wants to invest, meets with foreign financial managers to get a feel for their management skills and thinks about how all these elements interact with each other. In addition, he keeps us informed on the fruits of his reflections by sending us a daily newsletter on a financial hot topic or other subject of interest. Finally, once a year he meets with us or, at the very least, a member of his team contacts us to find out about changes in our personal and financial situation in order to make the necessary changes to our portfolio.” [Translated from French]

“Three independent evaluations of my portfolio performance have shown that they outperform the competition. Even when times are difficult (e.g. 2008), the group has been able to do well. In addition to maintaining a respectable return, they have very skillfully managed my portfolio to optimize available tax returns and minimize capital losses.

The accessibility and trust I have in the Group gives me the peace of mind I need to continue my professional and family activities.” [Translated from French]

“It is always a pleasure to work with the team and especially Anna Gastaldi. With Ms. Gastaldi, I have always felt at ease. She is accessible and available to inform me about the return on my investments. I particularly appreciated her presence and guidance at the time of my husband's passing. I have never hesitated to recommend you to my family. You are a reliable, friendly and attentive team, that's why my trust has been with you for all these years.” [Translated from French]

“Over the years, I have always trusted Marc Dalpé for his honesty and probity.” [Translated from French]

“As a client of the Group for more than 20 years now, I can only recommend their team, which has accompanied me throughout the years to help me reach my long-term financial goals. The team consists of a dedicated group that is always available to answer our questions and give us professional advice.

The Group helped me with the sale of my company and advised me very well on all tax aspects of the transaction. This approach was very important to allow me to maximize profit.

Throughout these 20 years, the returns they generated allowed me to benefit from early retirement. I can only strongly recommend them and hope to benefit from their sound advice for many years to come.” [Translated from French]

“Despite these difficult times, rigour, discipline, attention to details, effective communication and a constant desire to satisfy clients have been your trademark. What else is there to sleep soundly, knowing that my financial partner has my best interests at heart.” [Translated from French]

“Mr. Dalpé and his team have been supporting us for many years now. Courteous, professional, and personalized service has always been the order of the day, even in difficult times. All interactions with this team were based on mutual respect and careful attention paid to our knowledge and expectations.

Easy to approach and always available, Mr. Dalpé and his team not only advised us on portfolio management, but also on corporate and personal financial planning.” [Translated from French]

“Sitting around a table with the team, we quickly realized how important it is to have, just as a good family doctor, a good team to take care of our financial health. With their great listening skills and their calculation and analysis tools, they showed us in a simple way how to understand the ways to achieve these goals in the short and long term.“ [Translated from French]

“To each his own profession! In today's volatile economic climate, an old saying sums up all the good reasons for choosing the right advisor or manager: "Man is the only animal that can be fleeced more than once.”.

I have neither the knowledge, nor the vigilance, nor the patience to closely monitor the complexity of the multiple investment vehicles and to predict the sometimes-incredible upheavals of global and local markets.

With the team I have found the qualities of skill and service, which protect the stability of my business… with peace of mind as a premium. What else can I ask for?” [Translated from French]

“The group has been and still is the watchman I need to spot what escapes my gaze. This relationship I dare say from the outset, is not merely a financial one. The idea seems strange in this world of hyper performance.

It is a subtle amalgam that we define as trust. This feeling is not just volatile, like the stock price. It is based on a thorough knowledge of my values and aspirations; respect for inherited capital, a period of professional ambivalence, priority to children's studies and more.

This confidence is anchored in reality, far from the temptations of a "better elsewhere" offered by competitors.

, with its unique approach, remains in my opinion a happy marriage of flair, intelligence and hypervigilance. This team helps me live better with the assurance that this relationship is based on trust.” [Translated from French]

“The team of professionals is constantly available to answer any questions or provide any services which I may require. In this difficult economic environment and despite the continuing turbulence of the world markets, I always know that the Group has my best interests in mind in order to secure my financial security.” [Translated from French] 

“I have been entrusting my portfolio to Marc Dalpé for several years now and I am very pleased about that. He has a terrific team that is always available to keep me up to date on the market and give me wonderful advice. I feel safe with them and for a single retired woman this is very important. What's more, the return on my capital is more than competitive.” [Translated from French] 

“Twenty years ago, I found myself in the fortunate situation of having to find a manager to administer my investments. When I chose Marc Dalpé, I felt I was making a good choice. Over the years, my impression has become conviction.

Despite the ups and downs that the markets have experienced over the years, I have always felt secure. Of course, the performance history is there to support my claims, but other elements also contributed to my level of satisfaction.

His transparent management style combined with his way of simplifying things which, at times, might become incomprehensible has contributed to the development of this feeling of trust between us. Moreover, a simplified and coherent investment portfolio with participation levels adapted to my personal situation and my risk tolerance level are features unique to him. He is probably not the only manager to offer this formula, but for me he is the only one who has been able to apply it consistently and effectively for 20 years.” [Translated from French]

“Over the past forty years, I have dealt with four portfolio managers to help preserve and enhance my wealth. I have observed a wide diversity in their strategies, skills and performance.

I once met a "Technocrat" manager, for whom portfolio management is a very complex science, the understanding of which is only accessible to a small number of savvy insiders. For his clients, trust must be synonymous with faith. I didn't like that at all and our relationship was very brief.

I once met an "Institutional" manager, who operated within a large Canadian bank. He was concerned about creating a comfortable and secure environment for his clients, but was, unfortunately, not very successful. Taking notice of the sluggish performance this manager offered compared to others, I broke off the relationship after a few years.

I also once met a "Low Cost" manager, which focused primarily on minimizing management fees in order to optimize performance. I was satisfied with the return but when the sale of my company provided me with sufficient funds, a better alternative became available to me. I then met a "Geostrategic" manager.

Imagine that the different sectors of economic activity are lakes on which the investment funds are sailing ships. When favorable winds blow on some of these lakes, all the yachts in good condition benefit from the winds and progress rapidly. This is essentially the purpose of a "Geostrategic" manager: to anticipate which "economic" lakes will soon know favorable winds and invest in their quality sailing boats. This strategy works well insofar as the manager has the skills, the means and the flair to anticipate the evolution of the markets and know how to take advantage of them.

Mr. Dalpé is a Geostrategic manager. I got to know him about ten years ago through a long-time friend whose parents had already been using his services with satisfaction for many years.

Mr. Dalpé is a true aficionado of information with an economic impact, be it geopolitical, technological, demographic or else. He devours huge amounts of it. This thirst for knowledge allows him to form a very enlightened opinion on the state of the markets and their evolution in both the short and medium terms. It is this knowledge that guides his investment strategy. Measured over an extensive period of time now, the return on my investments with Mr. Dalpé significantly exceeds those I have obtained with all the other managers I have known. I also appreciate the fact that Mr. Dalpé shares with us, his clients, a moderate but significant subset of the information he consumes. This allows us to better understand his investment choices. I also appreciate the professionalism and stability of his team.” [Translated from French]

“Why are our financial assets managed by the Group? Three words can answer this question: Trust, Transparency and Respect.

Trust: Over 20 years ago, following the recommendations of one of our acquaintances, my wife and I decided to entrust the management of our assets to Marc Dalpé’s team. Right from the get-go, Marc has won our trust. His straight talk, his knowledge and his methodical analysis of financial markets were already a first milestone to develop over all these years a trust in the man and his team. Marc has never made any promises of return, nor has he ever belittled his competitors. No, he lets his results speak for themselves. Trust is hard to earn and easy to lose. We still trust them.

Transparency: The management systems used by the team allow us to know all the details about our investments at all time. There have never been any surprises. We always know of any changes in our portfolio and the reasons behind those changes. Furthermore, management fees are always visible and are explained simply and without ambiguity. Transparency is also being able to reach Marc or a member of his team at any time. Marc takes the time to meet with us in person once or twice a year, to review our portfolio and update us on the markets.

Respect: Whether you are a knowledgeable investor or a neophyte, a safer investor or an aggressive one, Marc always treats everyone with the utmost respect. He takes the time to answer all questions and knows how to reassure his clients when the markets are unstable or fluctuating heavily. No matter the size of your investments, they give the same attention and dedication to all their clients.” [Translated from French]

“Over the course of about thirty years, I had the occasion to work with many firms and investment advisers. I have been through multiple market and economic cycles and have learned, sometimes at my own expense, of the importance of a portfolio managing team. Trust is essential and is built on different factors. On this matter, experience is what differentiates good grain from ryegrass.

My relationship with the team started with a deep discussion with Marc Dalpé, in another life. This meeting was decisive because as a chief of investment strategy, he clearly showed me:

1. His comprehension of the market and his strategy for the development and growth of a portfolio
2. The importance of only managing one portfolio, the same for him and his clients
3. The necessity of thinking long-term in the interest of his clients
4. His availability to give information and answer questions clearly
5. His engagement to systematically inform his clients of all movements in their portfolio
6. And, above all, his passion for his job and his dedication to the satisfaction of each client.

The entire team shares those values and engagements, and, over the years, the quality and diversity of their services has increased, always working with honesty and transparency, even during uncertain times like the current pandemic. The 7:10am emails every morning are also apart of those services that are precious and appreciated.” [Translated from French]