There by your side
Our wealth management experts and our specialists put all their know-how to work for you to help you realize your dreams and ensure your family’s well-being. At each stage of your life, from the beginning of your studies until retirement and beyond, you can count on them!
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.
To simplify your life
A few key steps enable your advisor to develop a solid financial strategy. Our structured approach and our market responsiveness give you peace of mind.
|STEP 1||To establish your investor profile|
|STEP 2||To better understand your situation|
|STEP 3||Toachieve your goals|
|STEP 4||To stay on course|
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!
We have offices in Montréal, Brossard, Laval, Québec City, Saguenay and Sherbrooke. Don’t hesitate to call upon our expertise!