Our process is dedicated to helping our families understand their current reality and clarify their future goals and vision. Once we have formulated a clear picture of their needs and wants, we determine how to best utilize their assets and opportunities to close the gap that lies between where they are now and where they wish to be. In short, our families define what they want their financial plan to look like, not us. The resulting plan will play a significant role in dictating our approach to growing and preserving their wealth.
Minimum account size: $500,000+
Mohamed Jelassi
We’re Desjardins Insurance—Desjardins Group’s life and health insurance subsidiary.
We offer a wide range of life and health insurance and savings and investment solutions through our extensive distribution networks. In Quebec, members have access to our complete insurance and savings offer right at their caisse.
More than five million Canadians are counting on our solid expertise and our people-focused approach at every stage of their life
Johanne Claveau, M.sc.(fin.), RIAC
Benoit Therrien
Louis Rodrigue
Nous sommes des spécialistes de la gestion intégrée de fortunes au service des familles et des entrepreneurs. Nous agissons comme un directeur financier personnel dans la gestion de votre patrimoine pour vous assurer confort et tranquillité d’esprit.
Derek Levesque
Derek has worked with RBC for over 13 years since making a career change, half of this time with RBC as a Financial Planner. Recently moving to RBC Dominion Securities – Canada’s leading full-service investment management firm – in order to give his clients access to a greater breadth of market research, investment options, and a full range wealth management services.
A continuous learner who holds the industry designations of Certified Financial Planner (CFP), Personal Financial Planner (PFP), and Chartered Investment Manager (CIM). Derek has obtained licensing as a Life Insurance and A&S Insurance Agent to provide more options for his clients.
Derek has achieved the RIAC designation to continue to develop his skills with investments that consider the Environment, Social, and Corporate Governance (ESG) factors to both be able to better align investment portfolios with an individual’s personal values and better manage investment risk.
Using a collaborative approach with clients to ensure a Financial Plan is in place that addresses their retirement goals, estate plan, and uses different strategies that manage risk and improves their tax situation. Derek then meets and communicates regularly with clients to ensure that the plan is on track in light of changing financial goals and objectives.
Jeffrey Greenfeld, CFP®, EPC, RIS
As a Responsible Investing Specialist, I educate, support, and partner with you at each life stage of your financial journey with personalized strategies designed to help you invest responsibly and in a way that aligns with your core values.
Our SRI portfolios and products are designed with you in mind, whether you are interested in renewable energy or reducing ownership of high carbon emission holdings.
As an independent wealth management firm, we are committed to providing you with an exceptional client experience. We can assist you with wealth management, retirement planning, insurance, estate planning, debt reduction or tax returns.
Adam Malcolm
Ever wondered how to make your love for the arts change the world?
It’s no secret that growing your wealth while supporting the arts is challenging. Many entrepreneurs and philanthropists in the arts struggle to use their financial success for sustainable community impact.
What I do is simple: I provide strategic financial planning and philanthropic guidance tailored to harmonize your wealth with your passion for the arts. I help you manage your wealth so that it enriches your personal values and cultural interests.
I’ve successfully guided numerous clients in turning their financial portfolios into engines of cultural patronage and community development. This not only boosts their personal fulfillment but amplifies their societal contributions.
I’m Adam Malcolm, an actor and singer turned financial planner, uniquely specializing in helping philanthropic-minded business leaders and newcomers to philanthropy in the arts. I work with purpose-driven individuals to ensure their financial strategies align with their personal goals and make a lasting impact on the community.
As a member of the Canadian Association of Gift Planners (CAGP), and a holder of the Master Financial Advisor – Philanthropy (MFA-P) designation, charitable giving is a core part of who I am. I am active in the Toronto arts scene and a key member on the board of directors for several charities, I make giving back to the community – through dollars or through time – a part of our plan.
Ready to grow more than just your wealth? Let’s transform you into a force for positive change.
Get in touch via LinkedIn or email at Adam.Malcolm@ig.ca to start turning your passion into action.
Duncan Brownlee
Duncan Brownlee, MBA, CIM, RIAC
RBC DOMINION SECURITIES
HELPING CLIENTS THRIVE AND COMMUNITIES PROSPER.
Offering honest and unbiased investment advice in an often complicated marketplace.
Specialties:
Helping Business Owners & Executives to adequately plan for both the expected and the unexpected.
Helping people see the Bigger Picture through a total Wealth Management approach.
Striving for better investment and social outcomes through ESG and SRI focus.
Robert Finch Noyes
Sustainable Investment & Wealth Management services for Individuals, Families, Business Owners and Not-For-Profits.
We align our clients wealth with their values and achieve their financial goals through sustainable investment, however complex their needs. We go beyond this and also offer impact reporting and portfolio carbon offsetting.
Striving to offer the best and most transparent sustainable investment and wealth management services available, we are constantly looking for ways to improve the client experience in this increasingly transforming world.
For more information on our services and processes please do not hesitate to get in touch.