Having worked with over 200 top-performing investment advisory businesses across Canada managing upwards of $100B, Julien has had the privilege of exposure to a variety of different approaches to investment management and serving clients.
Inspired by his years of consulting with other professional advisors, he chose to start his own practice; combining their decades of experience and best practices into a unique process for the benefit of his own clients.
Our entire practice is built in a way that ensures that our advice remains objective, because we realize that our clients want unbiased counsel that will put their best interests first. As we aim to foster long-term business relationships with our clients and their families, every decision is made with the intention of adding value for you.
Consistent with our vision, we build quality, high conviction, fully personalized portfolios that seek to deliver a solid return while minimizing taxes and risks.
We take a step back and look beyond investments to see the big picture. Because true wealth goes beyond dollars and cents.
Learn more about our process here.