The holder of a bachelor’s degree in economics from the Université de Montréal, Mr. Saurel has more than 25 years’ experience in investment management and insurance. He has been received as a member of the President’s Circle.
I offer a personalised, caring and responsible approach to wealth management.
Through a well-defined process, I ensure that everything is put in place for your dreams to be realised.
Four Steps Process:
- Understanding your needs and goals
- Creating your personalized investment policy statement
- Building your custom-design portfolio
- Managing and reviewing your portfolio
What sets us apart
Working in partnership with my clients, I develop a comprehensive financial plan and construct a portfolio that corresponds to their needs and bring them closer to achieving their financial goals.