Your Entourage

Your needs are unique. That's why you need to surround yourself with specialists in whom you can place your full trust. Specialists who know you so well they can act in accordance with your preferences. Women and men capable of growing your assets and with whom you can maintain a strong relationship.

OUR TEAMS

Direction

Respect and trustworthiness: these are the values that guide the actions of our management team. Each member possesses solid experience in financial matters.

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Investment strategists

Our team of investment strategists proposes global strategies that are adapted to the complexities of today's life. These highly experienced specialists are dedicated to formulating effective strategies to maximize your wealth.

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Investment and financing services

This team develops custom strategies based on your particular financing needs, ranging from lines of credit to mortgages or other financing solutions. In short, they work to make your life easier!

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Trust services

This team provides solutions to protect your assets for the future of both you and your loved ones. They'll help you plan and manage your estate according to your wishes.

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Brokerage services

Our full-service brokerage team designs personalized transition strategies and offers advice to help put you in the best possible financial situation. The team also provides solutions for wealth management.

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Financial and tax planning services

This team develops strategies to optimize your tax situation. Working with our other specialists, they’ll identify your needs and evaluate your personal, professional and family situation so they can recommend the best solution for you.

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Customer service

Our customer service teams are the pillars of your support team. They work closely together to manage your day-to-day operations and financial affairs. Find the team nearest you.

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