First, your specific needs will be determined when setting up your personalized financial plan. Once that is completed, we will manage your wealth daily within the pre-established investment policy.
Because you will have a personal relationship with our team, your needs will be assessed one-on-one. This individualized exchange is what makes the private wealth management approach exclusive.
You have direct access to your managers and benefit from expert services to ensure that all angles have been covered, providing increased protection of your family wealth.
“A little more than 15 years ago, I entrusted Jean Marchand and his team with the management of my wealth. From the very beginning, what I have needed above all else is peace of mind regarding the management of my portfolio. I know that Jean and his team are always abreast of the opportunities in the market and that they exercise caution and stick to the portfolio strategy we created together. I am confident that this approach will continue to generate very positive performances in the future. Thank you to the whole team for a job well done.”
P. O., Business Director
