Living fully and serenely
In my 22 years of working in the financial industry, it has always been a privilege for me to meet with my clients and address their needs.
My assistant, Maryse Vallières, has more than 17 years of securities industry experience. She assists me with account administration tasks.
Our aim is to establish a solid, lasting relationship with our clients—one that is based on trust and respect.
Our primary objective is to help our clients reach their financial goals while respecting their investor profile.
Whether you are investing for a business or for yourself, I will put myself at your disposal and pay close attention to your specific circumstances, so I can develop a portfolio tailored to your needs. You will have access to a complete range of investment options, including shares, bonds, mutual funds and insurance products.
Our personalized service, strong values and strict professionalism make us a team you can rely on.
We handle financial, retirement and estate planning, and can advise you on the products and services adapted to your situation.
Marc Cardinal
