Renée-Claude Jacques

Mission

Our mission is to help our clients fulfil their financial goals by minimizing volatility in their portfolios and promoting capital protection through a disciplined approach and rigorous monitoring.

Investment Philosophy

We favour a fundamental and prudent approach as we attempt to conciliate income, long-term growth and capital stability.

We know that peace of mind is essential for you.

The value of a stock, the quality of a management team, a company’s strength, its return on equity and its business prospects are among the factors that influence our selection process.

What sets us apart

Our stock selection criteria try to eliminate companies with weak earnings prospects. We seek to minimize volatility in portfolios. 

We are here to guide you.

A well structured portfolio will help you maintain a focus on your strategy. Our system of regular follow-ups and our monthly market comments will keep you informed.

Values

Our values are integrity, respect and rigour.

We like to make things simple and clearly understandable for clients. The financial services industry is becoming more complex, but the reality is that everything relies on stock and bond markets.

Service Offer

Our approach is simple and effective:

• Knowing you.
• Establishing your financial profile and risk tolerance.
• Developing a customized strategy that fits your needs.
• Examining results and conducting a meticulous follow-up.
• Updating your file and adjusting it, if required.