Our objective: To be your guide and your trusted advisor
Your Wealth Management Advisor1 is there to assist you at each stage of your professional and personal life, from the beginning of your university studies until the intergenerational transfer of your assets.
Whether you're starting your practice or close to retirement, whether you're thinking of incorporating or you simply want to know which strategies are best for you, your Wealth Management Advisor will guide you wisely by consulting as needed, with our tax specialists, notaries, financial planners and investment experts. Together, they can offer you solutions tailored to your situation.
Our Wealth Management Advisors are compensated on a fixed salary basis. Since their compensation is not tied to the sale of certain products, the advice you receive will be unbiased and aimed at solutions that are right for you. You'll build a relationship with an experienced, honest professional who is bound by a strict code of ethics.
A structured approach
These few steps will enable your Wealth Management Advisor to get to know you better, identify your needs, and help you reach your goals:
Defining your investor profile and your goals
Your wealth management advisor first takes the time to assess your investment knowledge, your risk tolerance and your investment horizon. Together, you will determine your goals and priorities in light of your personal, professional, financial and tax situation.
Analysis of your situation
At this stage, your advisor gathers all the information to assess the degree to which your current situation aligns with your goals.
Proposing targeted strategies
Following the analysis, your advisor will submit a targeted action plan along with investment solutions that match your goals. Your portfolio’s asset mix will be determined in accordance with factors like your investment goals, your risk tolerance and your investment horizon.
Follow-up on recommendations
Your wealth management advisor will follow up on their recommendations, then keep a close eye on your situation as it evolves to ensure that your action plan is respected. If you stray from it over time, your advisor will revisit the relevant steps with you and make informed adjustments.
1Registered with Professionals’ Financial – Private Management Inc.