We offer an extensive range of wealth management services and select investment products using very rigorous criteria. Working in conjunction with our extensive network of specialists, we offer financial, tax and estate planning solutions.
Our integrity and our combined 44 years of professional experience in the financial services sector demonstrate our commitment to helping our clients, whatever their requirements.
We know that everyone's needs and financial goals are unique. That's why we take the time to listen carefully to each client to identify their specific needs.
Life is constantly changing: we meet and communicate regularly with our clients to stay informed of their life path.
We feel privileged by the trust our clients place in us to support their financial success.
Portfolio Manager
514.788.1715
Portfolio Manager
514.788.1714
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