Our Philosophy

 Deliver a clear and demystified approach,

tied specifically to your life goals.

Simplify your wealth management experience.

Meet our Team

Nader Hamid

“The Innovator”

Jean Hénault

“The Perfectionist”

Pascal Ricard

“The Implementor”

 Asset diversification is a key principal of successful investing.

Our asset is our team: well-diversified and reliable.

Meet the rest of our Team

Our Services

Our Services

If wealth management is a puzzle of many pieces,

then investment is only one.

We put those pieces together.

That’s total wealth management.


“An investment in knowledge pays the best interest.” – Benjamin Franklin

  Our Events

 We recognize the value that knowledge brings to health, wealth, and happiness.

That’s why we’re committed to making sure our clients remain educated on a wide variety of subjects like business and lifestyle trends, innovations in health, well-being, technology – as well as wealth related topics.

We’re passionate about keeping you informed.


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Our blog

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