Our first conversation will focus on understanding your goals and how our wealth management process can help you get there with peace of mind.
Our meetings can be done in person or remotely.
We’ll take care of all the heavy lifting.
Our clients and their families typically have a net worth of $2M or more. If you have an amount under the minimum, we still invite you to call us to discuss your options.
755 St-Jean Blvd., Suite 302 | Pointe-Claire, Quebec | H9R 5M9 Canada
Monday to Friday | 8:30 am – 5:00 pm EST
We are located at the South-East corner of boulevards St-Jean and Brunswick, close to the Trans-Canada Highway.