RIA: Certified TODAY’S INOVATIVES STRATEGIES, FOR TOMORROW’S WELL BEING
INTEGRITY – CONVICTIONS – PERFORMANDES
We are the ESG specialists
Goals-based planning (GBI) is the process of helping clients prioritize their Financial goals and determine the optimal plan to fund them. Goals-based planning expands your focus into all aspects of your Financial life and eliminate the retirement-only focus.
-Morningstar
Re-inventing the investment process
A more human and personalised approach
Taking full advantages of all your ressources
Adequate risk evaluation towards your life objectives
Instauration of a “SMART” optimised portfolio
Advanced technologies and artificial intelligence process
Investment Policy Statement (IPP)
Services Offered in RI
- Taxation planning
- Investment management
- Succession planning
- Charitable giving
- Small business planning
- Other
- Financial planning
- Will & Estate planning
- Insurance & risk planning
Minimum Account Size
$250,000+
Investor Type Dealt With
Individual
Institutional
Type of License
IIROC
Provinces Licensed In
- Quebec