Who we can help

Who we can help

Your wealth is personal, and so are your goals. With the Thériault Wealth Management Team we respect your unique objectives and respond with customized financial solutions and a lifelong relationship.

With Josée's down-to-earth approach and strong interpersonal ability, she values a productive and long-term partnership. 

Based on this, we strive to build successful relationships with clients who have similar investment philosophies and personalities.

 

Our services would be the right fit for your needs if the following statements describe what you are looking for:

• A focus on wealth preservation and protection

• A collaborative approach that includes your other professional advisors

• A disciplined and balanced investment approach

• A team that offers a comprehensive wealth management plan that addresses your financial and life goals

• Access to key experts to help with your banking, financial planning or estate planning needs.

Our expertise services are especially suited to:

• Families with farms seeking to understand succession planning
• Families with dependents wanting an advisor with an understanding and supportive financial approach
• Women looking for a collaborative and educational relationship with their advisor
• Individuals with trusts and foundations looking for a conservative approach in balancing the portfolio
• Professionals looking for sound advice and strategies like tax-minimization, risk mitigation and maximizing retirement pension income