Olivier Poundja-Cousineau

Biography

Olivier Poundja-Cousineau is a wealth manager specializing in investment management for business clients. Combining his experience as an entrepreneur and restaurant franchisee and as an investment advisor at Manulife Securities, he can offer you solutions adapted to your needs and life goals.

Olivier can guide you in managing your wealth and develop investment strategies that suit your investor profile.

• Tax efficiency
• Optimizing your portfolio
• Protecting your assets
• Making sure your investments perform

Mission

Our mission is to help you manage your wealth every step of the way so you can achieve the things that matter most to you

Investment Philosophy

Our investment philosophy is based on rigorous risk management. To ensure that our investments are optimally managed, we work with external portfolio managers who have a style that complements our own. By combining our expertise, we're able to minimize the risks taken and better protect portfolios during volatile periods. Your investor profile informs all of our investment decisions, so that we can offer you personalized, tax-smart solutions.

What sets us apart

Serving you is what we do best.

Your priorities are our priorities. They guide our decisions and the types of services we offer.

We're your one-stop shop for wealth management. You'll find personalized investment services as well as specialists' advice for your other financial products and services. Whether it’s estate, financial or tax planning, business transfers, insurance, philanthropy, financing or banking services, we’ve got you covered.

Values

Our values shape our team. We’re attuned to your needs and have your best interests at heart, because our goal is to help you achieve yours.

COMMITMENT

We’re dedicated to meeting your needs and providing you with service that exceeds your expectations.

SIMPLICITY

Our approach and solutions are designed to make life easier for you.

TRANSPARENCY

We believe clear, honest communication is vital to cultivating healthy, long-lasting relationships with our clients.

RIGOUR

Serving you is important to us. So whatever your request, you can expect objectivity, rigour, and diligence.

Service Offer

Comprehensive wealth management services

Our products and services are designed to meet all of your wealth management needs when they arise: investments, financial planning, specialized services, banking services, insurance and financing. We work with our specialists or yours to make sure every aspect of your financial life is covered.

Our selection of accounts and products

The right account for you

• Chequing accounts
• Margin accounts
• Margin-short accounts
• Options accounts
• Registered accounts (RRSP, LIRA, TFSA, RESP, RRIF, LIF)

A wide range of investment products

• Canadian, US and international equities
• Government, municipal or corporate bonds and debentures and strip coupons
• Guaranteed investment certificates
• Mutual funds, exchange-traded funds (ETFs) and index funds
• Private equity, alternative investments, structured products, etc.
• Stock options, futures contracts and warrants*

*Read the information document on the risks involved with options.