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COMPLETE WEALTH MANAGEMENT FOR PROFESSIONALS AND ENTREPRENEURS

OUR IMPACT

Our service allows for a direct relationship with your Advisor, reinforced by a Tax Specialist dedicated to your account. Our team is ready to meet your specific needs at any moment.

OUR VALUES

1

AVAILABILITY

  • Calls/E-mails returned in 24 hours.

  • In person meetings at your home, office or by videoconference.

  • Availability during the day AND the evening.

  • Tax Specialist assigned to your account.

2

TRANSPARENCY

  • 100% independent advice.

  • No in-house products.

  • Fees clearly explained.

3

LOOK AHEAD

  • Your needs come first.

  • Multi-generational approach.

  • Our approach nurtures long term relationships.

OUR CLIENTS AT A GLANCE

100+ Entrepreneurs including:
75+ Dentists
30+ Doctors
30+ Optometrists
 

33% of our families are served on more than one generation

100% of our clients have access to our Tax-Specialist

TESTIMONIALS

«J’aimerais vous remercier pour l’excellent service que j’ai reçu de votre part. J’ai beaucoup apprécié la promptitude des réponses à mes interrogations ainsi que le professionnalisme du suivi de mon dossier.»

Dr. Daniel Hacala, Laval

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