Wealth Management
A solution that stands out

Besides providing you with solutions tailored to your situation, we can give you the tools you need and share our financial planning expertise to enable you to build strategies for managing your family’s wealth.

Personalized advisory services

Specialized advice, the bedrock of sound wealth management, enables you to optimize your financial situation. Our Advisory Services team can help you choose the investments that best suit your needs and make informed decisions about your financial objectives.

Ongoing guidance

Throughout your life, career and retirement, we will assist you in planning and achieving your projects. Based on your situation and objectives, we will help you adapt your financial strategies as your needs evolve.

Should changes occur in your professional or personal life, such as a wedding, a divorce or the birth of a child, we will help you make the necessary adjustments. Indeed, such events not only affect your short-term financial situation, but also the achievement of your longer-term objectives


service-conseilAdvisory Services Team
Monday to Friday 8 am to 8pm
T 514-788-6485 Toll-free 1-800-291-0337

Key numbers

Over 22,800 clients

18 mutual funds including 5 turnkey solutions

Assets under management $ 3.3 billion

as at December 31, 2020

Our values
We share a set of values and rely on diversity, an asset from which all our clients can benefit.

  • We're client oriented
  • We're collaborative
  • We're dedicated to excellence
  • We're transparent
  • We're committed
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