Wealth Management

There’s more to building wealth than investing money. You also need to establish a thorough and realistic plan to carry out your projects through the years.


Portfolio Management

To build and grow your wealth or to carry out your life’s projects, you must first put in place the right savings and investment strategy.

Portfolio management consists in investing your assets in a way that seeks to grow your financial wealth over time, or to reach specific financial objectives to carry out future projects.

Since it can be done over different time horizons and must take into account your cash flow needs and the financial impact of your decisions, it requires expertise, experience and objectivity.

You already know that your investments must be diversified – by sector, asset classes, country and management styles – and rebalanced over time to reduce the risk associated with market fluctuations. Yet, they must also keep in line with any change that may take place in your life. Therefore, the management approach you choose must seek capital accumulation while minimizing the volatility of your portfolio.

In the investment world, it’s important to focus on what you can control, instead of elements beyond your control, such as market performance, which is unpredictable over the short term. One of the factors over which you have the most control is the level of risk that you take to achieve your objectives. That’s where it is crucial to have our support.

Together, we will determine your objectives and investor profile. We’ll select asset classes and individual components to include in your portfolio, in a proportion that fits your goals. Finally, we will implement all of this hard work by purchasing the securities and products that we will have chosen together.


We are a full-service investment brokers.

This means that, to help you reach your goals, we can draw on the full range of investment vehicles, including:

  • money market securities (short-term GICs, Treasury bills, etc.)
  • fixed-income securities (longer-term GICs, bonds, strip coupons, preferred shares, etc.)
  • equities (common shares, warrants, rights, etc.)
  • derivatives (options, futures, etc.)
  • structured products (principal-protected notes, etc.)
  • mutual funds
  • discretionary portfolio management products

Our services can be tailored to your degree of knowledge and comfort with investing. Management of your portfolio can be delegated in whole or in part or you can play an active role.

Contact us to discuss the investment solutions and products that are best suited to your situation.

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