Our team, assisted by our Investment Committee, selects quality financial products, according to the profile of each client. These investments are then held in an account opened in the name of our client at one of our custodian banks. Information in respect of portfolios is accessible at any point in time on our portal.

We provide you with a detailed quarterly report, offering an overview of your portfolio. This report is also an opportunity to meet with you to discuss the evolution of your investments and review your financial objectives.

Active listening, flexibility, transparency, innovation, independence and responsiveness, are key to our portfolio management services.”