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The three pillars of our practice – investments, wealth, and service – work in complete synergy to provide you with the very best advice and solutions. We take great pride in understanding your complete financial picture, building tailored wealth strategies to protect your best interests, and ensuring you always enjoy financial peace of mind.
You deserve an investment portfolio built by experts who know you personally. As simple as it sounds, this philosophy is one of our greatest differentiators.
We do not use generic portfolio models, or third-party money managers. Instead, our in-house investment committee – crafts a thoughtful investment portfolio to manage risk while helping meet your goals. They draw additional insights from RBC’s top market analysts at their discretion, so that your wealth benefits from a personalized strategy, independent ideas, and the supporting research of Canada’s leading investment firm.
As Charles, likes to say, “If your investment portfolio were an engine, wealth management would be all the other parts that complete the car.” It’s our job to build a car for your needs, and get it where you want it to go.
Financial Planner Claudia Gagnon and Frédérick De Courcy act as your “personal CFO” – dedicated to unlocking your full financial potential throughout your life. They get to know your complete financial story, design a road map to your goals, and link you to the best expertise in business planning, insurance solutions, Wills & estates, tax minimization, and beyond.
What matters to you, matters to us. We’ve grown our team very selectively to ensure each member carries the same sense of dedication to incredible client experiences. Our administrative support team work tirelessly to uphold the highest standards for service and care.
You’ll reach a person when you call, not a voicemail, and that person will have the answer you need or the next step to find it.
Count on us to reach out, book a review, and keep you informed of our progress to your goals.
Wealth is personal. We offer a private office to discuss your financial, business, and family goals, and hold all information in strict confidence.
We are passionate about helping entrepreneurs and professionals reach new heights. To discuss your goals and learn how our team and resources can help, please contact us today or call us at 418-527-6939.
