A step beyond for you

Clients choose us because they know that we will go beyond normal in pursuit of exceptional to ensure that their family wealth grows in a safe manner to ensure a lasting legacy for their loved ones.

Our multi-generational team combines experience, innovation and an overarching dedication to serving clients’ individual needs. We enjoy taking the time to orient and educate clients on the status of their portfolio to carefully grow their family wealth.

Peace of mind comes from knowing you are on track to meet your overall goals. Our unique, consolidated view and benchmarking means you know where you stand at all times.

While we deliver more than clients expect, it is the long-term relationships that we build with them and their families that is truly incomparable.

Being there for our clients, day in and day out, is why we’re here.

We look forward to speaking with you.

Mario Perron

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Patrick Brunelle

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Our offices are conveniently located in the new Solar district in Brossard.