You are at the centre of all our expertise :

 

 

  • Your ambitions and your goals guide all our actions;

  • To fully understand your trajectory, to assess your present reality, in order to navigate you towards your desired destination;

  • To provide you with an enriched customer experience due to the symbiotic work of our dedicated family team.

 

 

Your story inspires us. The privilege of developing a relationship of mutual trust with you is what motivated our choice of career in this field. We are driven by the importance of making wealth management more familiar to you. Maintaining our family tradition and reputation in this industry is our pride. As such, you benefit from our wealth management capabilities combined with a warm and human approach.

 

 

René Cloutier, BBA (Fin)

Senior Portfolio Manager & Investment Advisor

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514-840-7663 | LinkedIn

Eve-Anne Cloutier

Associate Wealth Advisor

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