You are UNIQUE

For more than 20 years, Pascal Perreault has applied this fundamental principle with his customers when developing strategies in wealth management in order to give them a more personalized service. Mr. Perreault, with his human approach, naturally establishes a climate of trust while promoting an honest discussion focused on your major current concerns.

The approach  

An initial meeting allows Mr. Perreault to understand your situation and pinpoint your concerns. After this meeting comes the wording of financial objectives that are truly yours and UNIQUE and the establishment of your personalized investment policy statement.

It is thanks to an increased understanding of your needs that Mr. Perreault will submit to you an investment strategy that will be a true reflection of your personal goals.

Continuous and rigorous monitoring of your financial situation will be done by establishing a communication plan that suits your preferences.

Our Mission

We will help you reach your personal goals by taking into account the fluctuating economic conditions, while keeping your peace of mind.

Pascal Perreault, listening to your needs

It all starts with you


Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals.

How we serve your wealth in its entirety


Our full-scope service offering brings together the best in professional investment portfolio management and comprehensive planning in all areas of wealth through strategic partnering with best-class-specialists throughout our robust RBC network.

planning, partnering, portfolio management.

Professional investment management

Multi-generational support

Risk management

Wealth protection

Retirement income planning

Will and estate planning

Comprehensive financial planning

Charitable giving and philanthropy

Tax planning 

Financial literacy

Legacy planning

Coordinating everyday banking needs

Optimizing business wealth

Group pensions and retirement savings plans

Credit and lending solutions