Our services

Professional Wealth Management

At GROUPE ROBERT MOUSSEAU, we offer high-end, made-to-measure portfolio and wealth management services and access to the resources of Canada’s leading investment firm.

PORTFOLIO MANAGEMENT AND PRIVATE INVESTMENT MANAGEMENT

We offer our clients several investment solutions, including private discretionary management. While private discretionary management is fairly common, discretionary management provided by a personal manager is quite unique. This service is the pinnacle of discretionary portfolio management. This program lets you delegate the day-to-day management of your portfolio so you can focus on achieving your personal and professional goals.

To do so, GROUPE ROBERT MOUSSEAU works with you to develop an investment strategy based on your specific situation and taking into account your growth objectives, income needs and risk tolerance, among other factors. Supported by an experienced team, your manager will attend to the everyday management of your portfolio.

WEALTH MANAGEMENT

In addition to portfolio management in keeping with the highest standards, with GROUPE ROBERT MOUSSEAU you have access to a wide range of services such as financial planning, estate planning, insurance-based wealth protection and charitable foundations, as well as a full spectrum of personal and commercial banking services through our RBC partners. As such, our clients benefit from comprehensive and integrated wealth management solutions.