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When you place your trust in the Thériault Wealth Management Team you can rest assured that all your financial objectives will be cared for.
We offer clients the customized financial solutions, guidance, and detailed service you would expect from a boutique firm, backed by the strength and stability of Canada's largest wealth management provider.
What distinguishes our team from others is Josée’s ability to genuinely connect with her clients and listen carefully, to fully understand their needs and expectations.
The result is personalized advice and holistic planning that fits their unique objectives, with access to industry leading resources to help them achieve those goals.
We will work with you to make sure you have peace of mind knowing that all the important pieces of your financial picture have been addressed and appropriately considered.
Time has shown that Josée's down-to-earth approach and passion for her client's well-being are what sets the Thériault Wealth Management Team apart.
For Josée, finding the right fit is essential because it is not just a wealth plan, it is your wealth plan.
To help you determine if our services are the right fit for you, please feel free to contact us using our online form to arrange a complimentary consultation.
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If you are planning your own estate and are considering who to appoint as your executor, or if you find yourself acting as an executor, our team of professionals can help.