A great team you can count on
To analyze your financial needs or objectives, and ensure that your investment strategies meet them, you can count on the sound and objective advice of our team.
Four services to meet your needs
We listen to your needs to make personalized recommendations at each stage of your life. Our services are flexible and accessible, and offered at no additional cost.
Advisory Services team
Get fast service to answer your specific questions about your investments or our financial solutions.
Personalized Service team
A change in your life or your projects? Contact us to analyze and develop your financial strategy.
An experienced team and highly personalized monitoring of your assets. Reserved for clients holding a certain level of assets.
For your company or your student association, a dedicated team is there to answer your questions.
Are you on track to achieve your goals?
Can your investments be optimized?
Our Advisory team is there for you
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Digital tools to stay the course
Our digital services are accessible at all times to facilitate the management of your savings plans and investments.
Open an account and manage your investments online with the Client Portal. Consult your personalized return and follow the evolution of your investments, at all times!
Access your investments, make your transactions or follow your savings goals in the mobile application. Make an appointment or chat with a member of our team with ease, no matter where you are.
Deepen your financial knowledge with our publications. You will receive invitations to our webinars, our monthly stock market analysis, other news and exclusive promotions.
Our representatives and advisors hold the title of Responsible Investment Specialist (RIS). They can therefore better inform and guide you on this subject.