Our team brings youth and expertise in the approach of wealth management, more specifically in portfolio management

A relation of trust

A long-term partnership

A limited number of families to offer a high-quality and personalized service

Our values

Help you benefit of capital gain and the strength of our team

Establish a rigorous and disciplined approach

Take an active part in all stages of your wealth management; financial planning, tax optimization, retirement planning and estate planning

“Based on my professionalism, my capacity to understand your needs and my experience of more than 20 years, my ultimate goal is your financial and personal success.”

 

 

Denis Ruel, CPA, CA