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
