Martin-Guy Bernier, F. Pl

Mission

Mission

We understand that every customer is unique and important. Our mission is to deliver outstanding personalized service at every stage of our clients’ lives by carefully and attentively guiding them toward their objectives. We help our clients build and maintain their family's wealth by minimizing their portfolio volatility.

Investment Philosophy

Our investment style aims to provide our clients with stable, high income to counter the market's inevitable fluctuations. We offer competitive returns in keeping with economic conditions and the client’s profile, and we deeply believe in actively managing investments.

We know that good long-term returns are achieved by minimizing losses during the inevitable bear markets. We select investment products in keeping with this vision. By maintaining a rigorous, disciplined approach, our clients will see their wealth grow over time.

For us, independence from our investment providers is a priority. We regularly meet with them at our offices to ask questions that really matter to our clients and to make sure that they follow the mandate we have given them. Each month, we review our selected providers to ensure they are still the best available on the market.

What sets us apart

 

One client at a time

While the industry seems to be focused on standardization, we favour a comprehensive, personalized approach for all our clients, as each one is unique and important to us.

Always there for you

We believe that having the opportunity to serve our clients is a privilege. We communicate with them frequently to better understand how their lives and goals are changing. We also want to find out about any concerns they may have. This helps us ensure that our services evolve along with our clients’ lives.

Financial coaching approach

Aside from the role we play in managing assets, we believe it is our responsibility to promote financial literacy and help our clients better understand their investments over time. This knowledge will make them more comfortable and give them greater peace of mind.

Income investment style

Our investment style aims to provide stable and high after-tax investment income to counter market fluctuations. Our goal is to offer competitive returns based on economic conditions and the client’s profile.

Values

We hold our clients in the highest regard. We know that we must integrate efficiency, discipline and rigour into every step of the wealth management process to deliver the best possible solution to meet our clients needs and life goals. Integrity and a strong ethical approach are ingrained in everything we do, from the relationship we have with our clients and our suppliers to our selection of investment products. We also value open lines of communication with our clients, which means that transparency and availability are integral parts of our business model.