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
Fabien Major
MBA, CIM®, F. Pl.
Senior Wealth Advisor
Lionel Dossou
M.Sc
Wealth Advisor, Office Manager
Isabelle Bérard
MBA, F. Pl.
Wealth Advisor
Frédérique Poirier
B.Sc
Wealth Advisor
Jonathan B. Therrien
B.A.A., F. Pl.
Wealth Advisor
Ghislain Ferron
B.A.A., CPA
Wealth Advisor
Yacob Nour
B.A.A., Adm.A., RIS
Wealth Advisor
Yves Razafindrazaka
M.Adm, CIMMD, RIAC, F. Pl.
Wealth Advisor
Jean-François Gosselin
Mutual Fund Advisor
Simon-Pierre Côté
Mutual Fund Advisor
Senthuran Selvarasa
B.A.A
Wealth Advisor
Administration
Sylvie La Serra
Branch administrator
Cliseria Acevedo-Medina
Administrative assistant
Elina Himoum
Administrative assistant
Romain Seager
Administrative assistant