Helping you reach your goals

As you enjoy greater success in life, your finances will invariably become more complex and demand more of your time—time that you may prefer to devote to your other interests and responsibilities. Our team can help you reach your goals.

In placing your trust in us, you can count on our:
 
• DISCIPLINE
• VISION
• PRUDENCE
• EXPERIENCE
• ENERGY

Recent Blog Posts

Tariffs: Bracing for market impact

The 2018–2019 U.S.-China trade conflict underscored how tariff uncertainty can dampen sentiment, depressing valuations even if the...

Power, storage, and electrification: A revolution

As burgeoning demand and innovation transform the energy landscape, we examine key trends that are likely to shape the future of renewable power and industrial electrification.

Vortex of volatility

A period of rapid-fire developments has understandably put investors on edge. We make sense of five catalysts tugging on stock markets and elucidate why we’re not ready to throw in the towel on the two-year-plus bull market just yet.

What is the impact of tariffs on the U.S. economy?

The effective U.S. tariff rate is now at its highest level since the 1940s after U.S. President Donald Trump signed an executive order...

“We have thoroughly appreciated the expertise and assistance we have received from Jean Marchand’s team over the past 15 years. They have provided us with risk management guidance for our investment portfolios and, more important still, we’ve been able to explore a number of available strategies, so as to maximize and preserve our wealth. Being specialized in wealth management, Jean and his team have given us excellent advice that is adapted to our specific needs. We are very pleased to be able to count on their support for still many years to come.”

C.D. and P.C., co-presidents and founders of PCD Solutions Inc.