Meet our team

Professionals who listen to your needs

We work together to achieve your goals

We help high-net-worth individuals and families grow and protect their wealth by offering comprehensive financial services and utilizing proven investment strategies while minimizing taxes and fees.

We believe in a global approach to finance. Therefore, while we specialize in portfolio management, we work with an exclusive, highly qualified team of experts to help you with your mortgage and banking solutions, insurance needs, business transfers, tax planning and estate planning. Our close collaboration is a great benefit for creating financial plans, making sure every aspect of your financial goals are considered. Because of this, our clients can focus on the parts of their lives that bring the most meaning to them, while feeling completely secured and well served on the financial front.

Our investment approach is simple and is used by some of the richest people in our society. Our philosophy consists of owning exclusively excellent companies and holding them for as long as they remain excellent. We have a long-term vision and are highly disciplined and extremely selective in our choices of businesses to invest in.

Our team is proud of the outstanding service we provide to our clients. Extra care is taken with frequent follow-ups, financial education for our clients and their children, and regular attendance to shareholder meetings for a deeper understanding of our underlying investments. We also provide financial letters that we personally write to keep our clients informed about the new developments of their companies, the economy and simple methods on how to get richer. These are some of the extra details we like to include to give you the service you deserve.

We manage the most important portfolios in the world … yours!

Our team of experts

Photo of Michel Gauthier, Wealth Advisor

Wealth Advisor

Picto langues parlées

English, French

Photo of Ioannis Gauthier, Wealth Advisor

Wealth Advisor

Picto langues parlées

English, French, Greek

Photo of Victoria Lacourse, Associate

Victoria Lacourse

Associate

Contact us

Get contact information for our team members and find out where our offices are.