We are engaged and thoughtful in preparing our clients for success
Process
We are engaged and thoughtful in preparing our clients for success
One-stop wealth management starts here
Expert Assessment
By understanding your current financial position, we can integrate an appropriate strategy and apply
opportunities that will serve you best. To complete a thorough review, we ask for your basic financials,
including income and expenses as a starting point.
Goal Planning
We ask specific questions about your goals and listen attentively for objectives that we can build into your
personalized strategy. Be it funding a short-term goal or looking ahead to the future like retirement,
legacy building or growing your business, your goals build your plan.
Clarifying Risk
To achieve your financial goals, we establish your ability to assume risk and your willingness to accept
risk in advance. We assess your investment knowledge and spend time to educate and advise, ensuring
that you are informed.
Your Required Rate of Return
We identify and explain a required rate of return on investment that aligns with your financial goals. We
consider factors such as tax efficiency, liquidity needs, cash flow optimization, and goal-based funding to
help determine your appropriate required rate of return.
Contact
Address
1405 Trans-Canada suite 200 Dorval, Québec H9P 2V9
