Our mission
Contribute to your financial well-being through a tailored financial optimization.
Our role
Make recommendations designed to optimize your plan and help you make the right decisions to achieve your goals.
Our goal
Establishing long-term relationships based on trust, while passing on our expertise in wealth management.
Our customers
accumulating families
professionals & business owners
professionals & business owners
professionals & business owners
professionals & business owners
professionals & business owners
pre-retirees and retirees
professionals & business owners
pre-retirees and retirees
How we've been helping our customers for over 20 years.
We're passionate about providing top-quality services to our customers.
When it comes to:
- Protecting your assets and financial risks
- Enhancing your investment plan
- Reducing your tax bill
- Optimizing your retirement strategy
- Drawing up a personalized financial plan
Our Team
Daniel Leduc
Tristan Leduc
Tristan Leduc
Financial security advisor
*Mutual fund representative
Tristan Leduc
Tristan Leduc
Tristan Leduc
Financial security advisor
*Mutual fund representative
Isabelle De Serres
Isabelle De Serres
Isabelle De Serres
Administrative Assistant
Kim Everell
Isabelle De Serres
Isabelle De Serres
Coordinator, Accounting Clerk