Nathalie Caron, MBA, BBA

Biography

Ms. Caron holds a master’s degree in business administration from McGill University and has more than 25 years’ experience in the financial field.

She aims to preserve your capital through a prudent approach and to provide you with attentive service, based on communication and accordance with your needs. Ms. Caron takes the time to listen to you so that she can advise you well. Her goal is to help you achieve the financial security you aim for.

Mission

With us, you will receive attentive service. We will help you manage your assets by means of a disciplined approach and meticulous follow-up of the investment strategy, which we adjust when any change occurs.

Investment Philosophy

• Prudent approach
• Long-term performance goals
• Advantageous cost for the client

What sets us apart

We provide you with unique asset management services, in full confidence. Our primary philosophy is to manage your wealth in the long term, based on a risk/reward ratio that meets your goals.

After establishing your investor profile, we examine several hypothetical portfolios with you and then choose the one with which you feel most at ease. Our aim is to help you take a comfortable, worry-free retirement.

Values

Respect, rigour, trust, friendliness and professionalism.

Service Offer

Asset management aimed at achieving financial security the client desires.