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.
Mission and Value:
Simplicity | Listening | Solution
Our mission is to listen to you, explain financial concepts in plain language and develop strategies and solutions suited to your needs.
I have been working in the financial industry since 1988 and I have been a mortgage broker with Hypotheca, Agence Hypothécaire Inc. since 2001.
My team and I will revise your customized plan on an ongoing basis to help you meet your life goals. This is an ever-evolving process, because life is a unique adventure.
“Hope is not a strategy…”
Natalie Grignon, RIAC, CDFA®, CIM® est Associée en gestion de patrimoine. Elle est dans le domaine financier depuis plus de 19 ans et elle détient plusieurs Licences, tel que Assurance Vie de l’Autorité des marchés financiers, Valeurs mobilières et options de l’OCRCVM. En tant que Certified Divorce Financial Analyst, elle travaille avec les avocats et médiateurs pour faire l’analyse financière des divorces. Sa passion est l’éducation financière est la raison de ses ateliers et son livre Richesse 101 pour ados. Elle a 3 enfants et elle consacre beaucoup de son temps en tant que bénévole pour une école sur la Rive-Sud.
We help affluent families discover and achieve what is truly important to them.
For more than 20 years, Mike and his team have worked with individuals, families and institutions to preserve and grow their wealth in a prudent and responsible manner. We take a comprehensive approach to wealth management; one that is responsive to our clients’ needs and reflects their beliefs and ethics. The result is a wealth management philosophy that provides our clients with the comfort they seek and the income they need.
Our clients understand the need to provide for their goals today, but also see the importance in considering the next generation when it comes to managing their wealth. Whether it’s providing for loved ones or the charitable causes dear to them, our clients can be confident their wealth management plan ensures the legacy they want to leave
As Responsible Investment Specialist and member of the RIA, I help my clients achieving their financial goals along with their values.
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