Solutions designed to meet your needs
Benefit from expertise that is second to none. You’ll enjoy peace of mind thanks to our comprehensive financial planning platform, in-depth investment knowledge, personalized solutions and exceptional service.
Our wide range of skills and services allows us to tailor our recommendations to each profile so that together we can find the best solution for you and your family
We are committed to our clients by offering
Portfolio Management Investments are our specialty. Asset allocation, stock selection and investor discipline allow us to discover new opportunities using techniques such as insider report analysis, technical and fundamental analysis. We also specialize in handling special situations, such as option exercise and strategies.
Discretionary management Based on your customized investment policy, the execution of all transactions in a discretionary management portfolio is delegated to the Portfolio Manager. This type of management offers timely and efficient trade execution, which in turn allows clients to benefit from opportunities while reducing risk.
Our approach
In collaboration with internal specialists and external consultants, our team offers a wide variety of wealth planning services, including:
o Financial planning
o Tax planning
o Estate planning
We currently serve families with up to four generations, business owners, professionals, as well as retirees.
