Manon Pelletier, BBA, F. Pl

Mission

Caring guides our actions

We collaborate and actively participate, with reliability, competence and integrity, in the financial prosperity of our clients.
It is our mission to help you and your family manage and protect your wealth every step of the way so you can achieve your goals while upholding your values.

Investment Philosophy

A tailor-made investment strategy, according to your needs and your situation: an ongoing process

The right product for the right customer:

1- Establish a plan, a strategy. A good understanding of your situation, your needs and your objectives is essential.

2- Implement the strategy by selecting the appropriate investment products:   

1. Asset allocation tailored to your profile
2. Diversification to minimize risks
3. Biennial rebalancings and, if necessary, according to market developments
4. Maximizing returns, minimizing risks, tax efficiency, responsible investments.

3- Stay focused on the plan, monitor the results and analyze them. Make changes when required.

What sets us apart

Personalized support and a close relationship. You are at the centre of our daily life.

Your priorities are our priorities. They guide our decisions and the delivery of our services. You're unique, and each advice and service is tailored to your situation, needs and expectations.

We offer a comprehensive and personalized wealth management offer. In addition to our investment services, we work with experienced specialists dedicated to meeting all your other financial needs, whether it's estate, financial or tax planning, business transfers, insurance, philanthropy, financing or banking services.

We cover all angles for you.

Values

These values ​​have forged the identity of our team: a caring team, attentive to your needs and entirely dedicated to achieving your financial and life goals.

 

Kindness and commitment

We are dedicated to meeting your needs and providing you with quality service that exceeds all your expectations, always keeping your interests at heart.

Simplicity and understanding

We ensure that our ways of doing things, our approach and our solutions simplify your life. We ensure clear understanding on both sides.

Transparency and integrity

We maintain healthy and lasting relationships with our customers. This is why our communications with you are as frank as they are clear.

Rigor and competence

We take the responsibilities you entrust to us very seriously. Each of your requests is treated with rigor, objectivity and diligence.

Service Offer

A complete service offering in wealth management

You benefit from a tailor-made offer and personalized service to meet your wealth management needs as they arise: investments and investments, financial planning, specialized services, banking services, protection and financing. We work together with our specialists or yours to ensure complete and fully satisfactory management of all financial aspects of your life.