Martin’s main role as team lead is to meet with clients and ensure they’re getting excellent advisory services. Co-workers and clients alike know him as someone who is personable and approachable.
A solid partnership
Our primary goal is to create a long-term relationship in a solid partnership, favouring investment strategies that suit you.
The team is on the lookout for the latest trends and opportunities on the market, with your interests always in mind. We also make information more accessible through our ability to make the most complex financial data easy to understand.
With the expertise and complementarity of our team members, we are committed to providing you with outstanding service and personalized guidance. This promise is reflected in regular follow-ups and meetings aimed at ensuring your satisfaction and the continuity of our service offering.
Our investment philosophy
We help grow our partners' wealth and, above all, help them fulfil their dreams.
Our values and convictions
Our goal: leading you to fulfil your dreams!
Mélanie communicates regularly with clients. She also conducts personalized portfolio reviews to ensure clients are making a comfortable transition into retirement.
T 450-671-3430 ext. 5032011
Ms. Groulx is responsible for providing administrative support to the team.