Our Mission: To listen and understand your needs

Each person is in a different situation with different needs, goals and aspirations. That's why for us, knowing the goals and needs of our customers is the basis of our business relationship. The first step in our portfolio management process is establishing a financial plan tailored to your particular situation. Each member of our team provides expertise to develop, implement, closely monitor and adapt your portfolio strategy as needed.

We are confident that our know-how will help you achieve your financial goals.

This is what our team offers you:

• A personalized service based on a thorough knowledge of your needs and objectives.

• A structured and rigorous overall approach to manage and grow your wealth.

• A tailor-made investment strategy according to your needs and objectives.

• The most comprehensive range of financial products and services in the industry.

• Access to a large team of professionals in the areas of investment, insurance, financial planning and estate planning.

As the above points are only a brief summary of the services we can offer, we invite you to contact us to discuss your financial future.

Nathalie Lévesque

Nathalie Lévesque, BAA, FCSI

Senior Portfolio Manager & Wealth Advisor

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Eric Archambault

Eric Archambault, FCSI

Senior Portfolio Manager & Wealth Advisor

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Julie Archambault

Associate Wealth & Investment Advisor

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Sandro

Sandro Manna

Associate Advisor

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Nicolas Therrien

Nicolas Therrien, CFA

Associate Investment Advisor

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Shauna Upshaw

Shauna Upshaw

Associate

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Cynthia

Cynthia O'Doherty

Associate

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Marie Breton

Marie Breton

Associate

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