Laura Fournier Paradis, MBA

Mission

To offer outstanding service and provide wealth management solutions that are effective, profitable and personalized, so that our business relationships are both pleasant and productive.

Investment Philosophy

We select securities based on the results of our basic quantitative analysis, combined with a technical analysis. Our meticulous, consistent work yields significant results.

The income is largely generated from the recurring distribution of each investment, so we work with you to build structures that will provide you with some revenue while you wait for your capital to appreciate. This income can either be reinvested or used for personal purchases and goals.

What sets us apart

We’d like to give our clients an exceptional wealth management experience, thanks to our in-depth expertise and  the high quality services offered by our team. We tailor our services to reflect the needs, desires and personalities of our clients.

Our wealth management services can help you lower taxes, grow your savings and generate a comfortable income during your retirement.

We’re committed to excellence, and we’re certain that our hard work, years of experience and sophisticated understanding of investment options will show you how important you are to us.

Values

• Respect
• Attentiveness
• Perseverance
• Discipline
• Transparency 

Service Offer

In addition to our traditional investment services, we offer the following complementary services:

Wealth management

Retirement and estate planning^{Footnote 1}

Tax planning^{Footnote 1} and income projection

Tax simulations

With the help of our internal and external professionals, here’s what we do:

1. First we collect information about you
2. We agree on your desired level of returns and tolerance for risk
3. We create a portfolio simulation as a starting point for our discussions