We work together to achieve your goals
Our team of finance and customer service professionals is here to help you manage your wealth. They will help you choose the products best suited to your needs.
We are driven by our passion for helping individuals and businesses build and protect their wealth so that they can leave a lasting legacy.
Our team of experts
Wealth Advisor
Olivier Babineau-Jacques
Wealth Associate
Our collaborators and partners
Eric Harvey
Financial security advisor
Lysane Tougas, LL.B., LL.M.Fisc.
Senior Advisor | inheritance and advisory service
