Independent & Conflict-Free Advice
Our advice comes without any concern for commissions, in-house built investment products, or commercial affiliation with product manufacturers.
Integrated Wealth Management
Enjoy the peace of mind, comfort & security that come from having a personalized action plan with a clear path forward.
Evidence-Based Investment Philosophy
We choose an evidence-based approach to money management, which frees our clients and associates from the stress of active money management.
Personalized Service
Experience the satisfaction and comfort that comes from working with a boutique firm that provides caring and professional service from day one.
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3535 St-Charles Blvd.
Suite 703
Kirkland, Quebec
H9H 5B9
Fax: 514-695-9340
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