Wealth Management

Josée prides herself on building a practice that provides peace of mind to clients and their families. She does so through conservative investment management strategies and holistic wealth management. 

Depending on your needs, the Thériault Wealth Management Team can create a wealth management plan that includes investment, financial, tax, insurance, and will and estate planning strategies

Solutions designed for you

To provide wealth management, we take the time to shape our services to suit your needs. Our disciplined approach helps us to uncover what’s important to you and keep us on-track to achieving your goals.
As your advisor, our first and most important job is to listen to you and understand your needs and dreams for the future. Based on this knowledge and as your needs evolve we introduce you to the related wealth management service, essential to achieving those goals.
The following diagram offers an overview of the variety of Wealth Management services that we provide;