What we do

Plan to maximize your returns

I help my clients develop an investment plan that is tailored to their personal circumstances and accounts for market risks. Like fine wine, a portfolio should increase in value over time.

Achieving and maintaining prosperity is the ultimate goal.

Prosper: To develop in a successful way; to be successful, especially in making money.

The current low-interest-rate environment does not provide the level of income many investors are seeking. Accounting for inflation, actual interest rates are zero or even negative. Moreover, purchasing high-yield securities comes with greater risk than traditional fixed-income securities.

The careful selection of securities and investment solutions helps grow your savings over time. Active and flexible management is preferable to passive, rigid options.

Retire happy for a long time

Planning for a long retirement means taking steps to protect your quality of life and that of your loved ones to the age of 90 or even 100.

We all face the same risk: the risk of longevity. Our clients have access to experienced and objective financial planners who do not sell proprietary financial products.

Your portfolio should be specifically designed to address your concerns. Effective planning should not be limited to financial security. The new face of retirement planning should go beyond money and consist of an integrated and holistic approach to help you prepare to live longer and better.

Peace of mind for your loved ones

Drawing on the resources of our vast network of specialists across the country, we provide our clients with high-level financial and estate planning advice. Our clients have access to Raymond James Trust (Québec) professionals to help them navigate periods of uncertainty. Their role is to ensure that your estate plans are solid.

Even if your estate documents require no changes, you will find this review helpful, as you will be reassured that your current will represents your wishes.