Matthieu Lachaîne, CIM^®

Mission

Investing for the future, 

Optimizing the present.

Investment Philosophy

Our approach focuses on acquiring wealth in the long term, with an emphasis on the following elements:

• Asset allocation (the markets are unpredictable over the long term);  
• Risk reduction for investors;
• Rigorous control of management fees.


Portfolios are put together based on an approach that reconciles long-term goals and short-term opportunities.

What sets us apart

We offer our clients innovative investment strategies, focused on meeting precise goals: this is investing for the future...



We build financial plans with our clients, inspired by their lifestyles and aspirations, plans that take taxation, the family and accumulated wealth into account. We propose coherent and realistic strategies: this is optimizing the present...

Values

We seek to establish with each clients a long-term business relationship based on trust, in keeping with some basic principles:

Integrity and confidentiality: We follow every aspect of our profession's and our employer's codes of ethics. We pay very close attention to the information gathered from our clients.

Discipline, rigour and consistency: We set performance goals with our clients in keeping with their comfort zone. Each action must be pertinent. A performance goal is not necessarily a guarantee of yield.

Courtesy and good will: We offer friendly, attentive service while meeting the highest standards of quality and professionalism.