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Bernard Fortin
MBA, FCSITM, Adm.A, F. Pl., B.I.B.C.

Vice-President, Marketing and Wealth Management

New beginnings

The holidays are over – September has arrived! Resumption of professional activities, back to school for youngsters, virtual university classes for young adults. Life is almost returning to normal. But like every September, there’s something new. Because every fall brings its share of changes, and this year changes abound.

Staying in touch… differently

The new reality we’re living in has changed some of the ways we do things. In this spirit, our financial "rendez-vous," the informative, friendly events that we’ve held over the years to share with you lots of relevant information and good times, have now been transformed into virtual meetings, webinars and podcasts, to comply with social distancing requirements, of course! However, our concern for your well-being and having friendly exchanges with you remain more than ever at the heart of these meetings.

An opportunity for innovation

We have good news to share with you and a lot of information to help you manage your daily finances and your financial future. Our specialists pool their financial intelligence to enable you to fully enjoy every moment, knowing that you have acted diligently to protect your wealth.

We have also learned lessons from the health crisis that we’ve all gone through: we questioned the best practices of the industry and opened the door wide to innovation. There is a certain excitement in the air because we are entering a new phase in our development and we want to explore all the possibilities with you.

It will be a fall full of renewal. Stay tuned – you’ll be hearing about us!
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