Portfolio Manager and Wealth Advisor
Accumulating significant financial assets should give any investor peace of mind and a sense of financial security. Whether you are investing for yourself, your family, or your business or organization, at GROUPE ROBERT MOUSSEAU, we offer prudent portfolio management especially suited to clients who are looking to grow their assets with minimal risk.
While obtaining good portfolio management advice is crucial to managing your wealth properly, it is only one part of a bigger picture. You may also need to manage finances, plan your retirement or structure your estate in a tax-efficient manner. Because these different components of wealth management are interconnected, we develop a comprehensive and concerted wealth management strategy that meets your financial needs at each stage of your life.
Our goal is to develop a well-thought-out, personalized strategy for each of our clients and to build discreet professional relationships based on trust and maintained through results.
GET TO KNOW ROBERT MOUSSEAU AND HIS TEAM
CONTACT US. We will be happy to discuss how we can help you manage your investments, plan for retirement, protect your wealth and optimize your personal and family legacy. SCHEDULE AN APPOINTMENT: 450 686 3472 / 1 855 824 6570