A significant part of Alain's work consists in determining the right mix of stocks, bonds and cash for each client. Drawing on his analysis of research documents from RBC Dominion Securities and other reputable sources, he maintains an updated short list of securities selected according to specific criteria.
Alain also refers to a group of carefully selected discretionary managers and mutual fund managers to enhance his clients' portfolios as needed.
Over the years, he has developed various tax-efficient portfolio management strategies to generate more income, dividends or interest.
In addition to portfolio management services, his clients have access to a highly qualified support team that can assist with their wealth protection, financial planning, estate planning, and various other needs.
