Here, your
financial
decisions
follow only
your interests.
Our discretionary portfolio management services offer individuals, entrepreneurs and institutions an independent and transparent approach to protecting and growing your wealth.
Our services, tailored to your needs
Because your
portfolio
is never treated
like a product.
Individuals
and families
Optimize your registered (RRSP, TFSA, RESP) and non-registered accounts, protect your assets and prepare for your life plans with disciplined and transparent management.
Companies and
Corporations
Financial solutions for cash management, employee retirement plans and corporate asset growth, with independent management that adapts to your business objectives.
Institutions and
foundations
Support in the discretionary management of institutional assets, with stability, rigor and governance adapted to the requirements of your mission.
We cover the full spectrum of financial needs, from personal savings
to retirement planning, for individuals, families,
businesses, and institutions.
Our services in action
A financial
strategy
built to last.
From portfolio management and retirement plans to education savings and estate planning, we cover all aspects of your wealth. Our services are designed to protect your assets, optimize your tax situation, and prepare you for every step of your financial future.
Discretionary
management
and diversification
A balanced, multi-cap approach across North America, across sectors and vehicles, to optimize the risk/return ratio.
Non-
registered
accounts
Proactive tax monitoring and advantageous conversions to US dollars, to defer taxation and maximize your net returns.
Individual and
group retirement
plans
Management and optimization of all types of individual or group retirement plans, with proven discipline.
Registered Education Savings Plan (RESP), TFSA and FHSA
Flexible solutions and government subsidies to finance your children's education.
+ 950M CAD
assets under management
+ 30 years
In business
More than management, guidance.
Here, trust
is measured in
decades.
Since 1992, we have been building lasting relationships with our clients through independent management, exceptional team stability, and direct access to managers.
Stability Nearly 30 years of average experience for our managers and more than 15 years for our assistants.
Independence No banking affiliation: your interests are the only ones that guide our decisions.
Direct access You speak directly to your managers, without intermediaries.