Our goal is to help you reach yours

For over 10 years, we have been helping wealthy families from various backgrounds achieve their financial and life goals. We have developed a method that allows us to offer each a personalized experience focused on excellence.

We aim to build strong and deep relationships with you, and to become your main financial advisor for all your assets and those of your family, through all stages of life.

Our goal is not only to grow your wealth across generations, but also to earn your trust which will enable you to accomplish what is most precious to you.

To acquire this trust, we have developed an expertise through a personalized and proactive service as well as a world-class private and discretionary portfolio management. Our performance makes us proud, and it is centered on investment growth and rigorous risk management.

We stand out by our critical thinking, and do not fear going against the common opinion. Our business model is fully transparent and aligned with your needs.

Our team has chosen to work with a lower number of families than the average, which allows us to offer a more exclusive service. This has allowed us to achieve an exponential growth rate and devote most of our time to managing investments while offering impeccable service to build strong relationships with our clients.

Most of our business comes from existing clients’ referrals, which demonstrates a high level of satisfaction and confidence.

We embrace a private portfolio management approach and manage highly tailored portfolios that have performed very well throughout the years. We only buy securities directly on the public markets, which allows us to customize portfolios, adapt more quickly to changing market conditions, and minimize risk, costs, and taxes.

Here are few organizations that we are proud to support:
foudation bon départ logo
le pivot votre centre communautaire logo
joe jack et john logo