Beyond stocks
and investments
As business advisors, we preserve your interests in the major stages of your family and professional life. We work with the fiduciary approach, favoring your interests first. Confidentiality and impartiality are at the heart of our interventions.
We favor proven, tax-efficient investment solutions with reduced management fees. Our team offers portfolios for individuals, wealthy families, management companies or family trusts. We have many clients in the arts, communications, IT, healthcare and business communities.
Our team
Ensure the primacy of your interests and build a relationship of trust
sustainable, this is the ambition of our team.
Our advisors
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Fabien Major
MBA, CIM®, F. Pl.
Senior Wealth Advisor
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Lionel Dossou
M.Sc
Wealth Advisor, Office Manager
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Isabelle Bérard
MBA, F. Pl.
Wealth Advisor
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Frédérique Poirier
B.Sc
Wealth Advisor
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Jonathan B. Therrien
B.A.A., F. Pl.
Wealth Advisor
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Ghislain Ferron
B.A.A., CPA
Wealth Advisor
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Yacob Nour
B.A.A., Adm.A., RIS
Wealth Advisor
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Yves Razafindrazaka
M.Adm, CIMMD, RIAC, F. Pl.
Wealth Advisor
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Jean-François Gosselin
Mutual Fund Advisor
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Simon-Pierre Côté
Mutual Fund Advisor
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Senthuran Selvarasa
B.A.A
Wealth Advisor
Administration
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Sylvie La Serra
Branch administrator
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Cliseria Acevedo-Medina
Administrative assistant
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Elina Himoum
Administrative assistant
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Romain Seager
Administrative assistant