Portfolio Manager, Wealth Manager
T 450-223-1569
Languages: French, English
Attentive to your needs, we offer you made-to-measure recommendations.
The wealth management process starts by establishing a solid relationship of trust. With access to the full range of financial products available on the market, we attach greater importance to absolute long-term yields than to index performance. As talented strategists, we use diversification into various product types to reduce risk in portfolios.
Rigour, simplicity, confidentiality, ethics and attentiveness.
Portfolio Manager, Wealth Manager
T 450-223-1141
Languages: French, English
Associate Advisor
T 450-223-1051
Languages: French
1395, Daniel-Johnson East Street
Suite 201
Saint-Hyacinthe (Québec)
J2S 7Y6
450-223-1673 Toll-free : 1-888-313-6150Fax : 450-223-1677
Route List of investment advisors
385, Poliquin Blvd.
Sorel (Québec)
J3P 5N6
450-742-8471 Toll-free : 1-866-441-8471Fax : 450-742-1439
Route List of investment advisors