Portfolio management tailored to your needs
Navigating the world of finance can seem complex. That's why we've simplified our approach to give you a clear and structured view of our services.
A strategy focused on your goals
Your investments should reflect your ambitions, your risk tolerance, and your reality—whether it be family, professional, or entrepreneurial. Thanks to our team of experienced analysts and managers, each investment decision is carefully analyzed and validated by a committee of experts.
A rigorous and effective approach
We invest in companies with a sustainable competitive advantage and strong profitability, selecting their shares only when their valuation is attractive. Our portfolios are diversified: stocks, bonds, structured notes, alternative investments—with no restrictions on the products available.
Our team supports you with a personalized strategy and rigorous management, aligned with your objectives.
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Personalized portfolio
We optimize your investments with strategic allocation, tax-efficient solutions, and transparent, performance-based monitoring.
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Retirement plan
We help you plan for retirement with a personalized approach that maximizes your future income, reduces your tax burden, and gives you the peace of mind you deserve.
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Risk management
We help you protect your wealth from the unexpected through a thorough risk analysis and customized strategies tailored to your situation.
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Tax strategies
We help you structure your finances in a tax-efficient way—identifying legal strategies to reduce your tax burden and maximize your returns.
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Estate planning
We guide you through a smooth and thoughtful transfer of your wealth—ensuring your wishes are respected, your loved ones are protected, and tax impacts are minimized.
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Business services
We support business owners with tailored financial solutions for every stage of growth — from choosing the right business structure to succession planning.
A year of support with us
Our support structure provides you with a team that is devoted and dedicated to your case. Here is the daily work that goes on behind the scenes:
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Y
Every year
We will review your financial planning together as often as necessary to update any information that may impact your retirement or lifestyle.
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Q
Every quarter
We will contact you with a personalized stock market review to provide you with a detailed analysis of recent stock market events and changes to your portfolio. We will also share our forecasts for the coming quarter, both at the macroeconomic level and in the markets.
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M
Every month
We will review your financial planning in detail and compare it to monthly performance reports. We will update the data and take the necessary steps to correct any deviations from your objectives.
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D
Every day
Our team reevaluates each security in your portfolio from scratch on a daily basis. If a security is deemed overvalued, it is sold. If it is undervalued and relevant, we are ready to buy it.
Trust is built on results
With proven expertise and a personalized approach, we have built a reputation as a leader in wealth management.
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+10G $ in assets under management
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1st largest wealth management team in Canada Manulife Wealth Management Inc.
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25 years of experience, since its creation in 2000
