Our role is 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.
Are you starting your practice or close to retirement? Are you thinking of incorporating your practice or do you simply want to know which strategies are best for you? We will guide you wisely by consulting as needed, with our tax specialists, notaries, financial planners and investment experts.
Our Wealth Management Advisors are predominantly compensated on a fixed salary basis. Their compensation is not tied to the sale of certain products. The advice you receive is therefore strictly aimed at providing solutions that are right for you.
Reach your goals
We must first get to know you better to identify your needs and effectively guide you.
To offer you the best solutions in your situation, you’re invited to take part in a simple and well-structured step-by-step approach.
- Determining your investor profile and your goals
This step aims at assessing your investment knowledge, your risk tolerance and your investment horizon. It is also used to determine your goals and priorities in light of your personal, professional, financial and tax situation.
- Analysis of your situation
All the information collected is used to assess the degree to which your current situation aligns with your goals.
- Proposing targeted strategies
Following the analysis, we present you with a targeted action plan along with investment solutions that match your goals. Your portfolio’s asset mix is determined in accordance with your goals and your investor profile, among others.
- Follow-up on recommendations
To help you respect your action plan, your Wealth Management Advisor will follow-up on his recommendations and keep a close eye on your situation as it evolves. If you stray from your plan over time, your Advisor will revisit the relevant steps with you and offer you informed adjustments.
Our specialty: professionals’ needs
We have been at your service since 1978 and our expertise is well recognized. The Financial is the reference for professionals. What sets us apart is our ability to understand the major steps that await you and the concerns you may have. No one is better placed than us to recommend the most suitable financial solutions to meet your needs. We have offices in Montréal, Brossard, Québec City and Sherbrooke. Don’t hesitate to call upon our expertise!