Province Residing: Quebec
Benjamin Picotte Lefebvre
The Picotte Lefebvre Group is renowned for its expertise, professionalism and ability to deliver results. We’re experts in financial markets who provide valuable insight and investment advice. Our down-to-earth, people-first approach builds trust and lasting relationships. Reliability and business acumen have been our calling cards for over 25 years.
Benjamin Picotte Lefebvre has a Bachelor of Economics from ESG-UQAM, an MA in Public and International Affairs from the University of Ottawa and a graduate diploma in Business Administration from Université Laval.
He has completed the Canadian Securities Institute’s Canadian Securities (CSC) and Wealth Management Essentials (WME) courses.
With his unique combination of skills and experience, he provides expert financial and economic advice, including comprehensive wealth management tailored to clients’ specific values, needs and goals.
Benjamin believes in the value of sound financial and investment advice to help clients and their families make smart decisions and set and achieve big goals. He takes pride in guiding clients through
Sebastian Landau Menthonnex
Ann-Rebecca Savard
Maryana Sokolyuk
We are Wermenlinger Sokolyuk Group (GWS), a group of advisors offering sustainable financial strategies for high net worth investors. Our team specializes in integrated wealth management, providing discretionary portfolio management along with tax and estate strategies. Our inclusive consulting approach is designed to meet the objectives of both the couple and each individual, including tax and business requirements. In other words, we manage your entire family’s wealth to cover the needs of every generation.
Our investment style is focused on asset growth and conservation, avoiding speculative trends. Our group’s members all share the same strong commitment to sustainable finance. For us, responsible investing is not simply a new fad, it’s a paradigm that’s here to stay. We know how to manage risks related to climate change and our investment approach follows the principles of sustainable development. Because we believe it is possible to grow your portfolio while leaving a positive legacy for future generations!
MISSION
To help our clients achieve their life goals through integrated wealth management and sustainable investment, while building trusting relationships that redefine their outlook on financial planning.
Stephanie Miersch
Brian Gagné
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)
Jennifer Rankin
Louis-Charles Prefontaine
Wealth management group
Gleb Troubetskoi Pl. Fin. CIWM
I’m a human, just like you.
And I’m dedicating my life to making this world a better place for my family, for yours and for all life on earth. I do this by helping positive change-makers and conscious consumers secure their financial freedom, in alignment with their values, so that together, we can focus on making this world a better place, for all.
I accomplish that by applying a rigorous process that starts by listening and understanding your needs, values, aspirations and concerns and ends in a follow-through of the action plan so that your life adventure is full of meaning, freedom and success; without a doubt.
If our values align, I can help you:
1. Get a sense of certainty in your today and your future by getting a complete Wealth Plan done for you.
2. Reduce or Eliminate anxiety associated with market fluctuations by enhancing your traditional portfolio of stocks and bonds with Alternative investments.
3. Align your money with your values without sacrificing your Rate of Return, through SRI (Socially Responsible Investments).
4. Get more from your business through smart business planning.
My experience of over a decade, dealing with more-or-less complex people, couples, families and financial situations, has taught me 3 inalienable truths:
1. It’s not because a problem is complex that the solution must be complicated.
2. Managing wealth with short term view, creates short lived results.
3. Shit happens. Be ready.
In today’s world, life comes at you very fast. And regardless whether you’re looking to build a bigger next egg, plan to retire, protect lifestyle at all stages, create a legacy, or sharing-caring with your community; life changes and market movements can alter and sometimes derail those plans. Whatever your situation, being prepared is the only thing that can provide independence, flexibility and comfort through those changes. Are you prepared?