Diversification of assets is a key principle of successful investing.
Assets are carefully chosen to work well together in all conditions.
Our team is constructed in much the same way.
A diversity of backgrounds and skill-sets provides stability, reliability, and most importantly, the knowledge and insight needed to successfully manage and service our clients’ goals. Each member of our team is dedicated to the full ownership of his or her own responsibilities. Our work ethic is a synergy of accessibility, transparency, integrity, respect and professionalism – in all client interactions, and with each other. As committed as we are to the health, wealth, and happiness of our clients, this commitment extends to our assets – every member of our team.
Guided by a client centric vision, Nader is continuously educating himself and leading his team by example. He continuously strives to stay steps ahead of industry trends.
Jean is focused on employing the highest standards of ethics in line with the client’s best interests. He excels at analyzing complex situations, identifying problems, and communicating solutions.
Methodical and reliable, Pascal ensures goals are met and projects executed. His motto and inspiration: “I do not measure success by how high I climb, but by how many people I bring with me.”
Managing administration and critical operations.
Investment research and client portfolio analysis
Coordinating information flow between team members.