Stéphane Rioux, BBA, F. Pl

Mission

Through our vision and global approach to managing your financial wealth, we work to learn what you need, clarify your expectations, help you reach your goals and put your plans into action.

Investment Philosophy

Understand your needs and objectives to offer you a made-to-measure investment portfolio based on your interests

Build portfolios designed to protect your capital and provide you with asset appreciation over time

Optimize returns with minimum volatility

Diversify your investments, after analyzing various aspects, including

• Asset allocation
• Geographic area
• Business sector

Tracking your investments and keeping you up to date.

What sets us apart

In-depth understanding of what matters to you.

You’ve worked hard to achieve your level of financial success and you’d like to use your capital for personal projects, travelling or just enjoying life! We’re working just as hard so you can see your plans through.

Values

Our strategies are founded on

• Ethics 
• Rigour 
• Personalized service 
• Respect
• Attentiveness

These values are at the heart of our business strategy—they shape our team spirit and drive us as we help you reach your financial goals.

Service Offer

Our wealth management approach

INVESTMENT MANAGEMENT

• Market analysis and investment management
• Elite Program: Fee-based management
• IPP, RRSP, RRIF, LIF, RESP, TFSA, LIRA
• Group plans

TAX PLANNING

• Tax savings on investments
• Service to individuals and operating or management businesses

ACCOUNT SOLUTIONS

• Regular accounts
• Caisse accounts ^{Footnote 1}
• Business services ^{Footnote 1}
• Online statements

INSURANCE AND ANNUITIES

• Life insurance
• Disability insurance
• Critical Illness insurance
• Annuities
• Insurance for entrepreneurs

FINANCIAL PLANNING

• Retirement planning
• Retirement income management

ESTATE PLANNING

• Estate planning advice
• Wills ^{Footnote 1}
• Trusts ^{Footnote 1}
• Mandates ^{Footnote 1}
• Powers of attorney ^{Footnote 1}
• Philanthropy and the gift of securities ^{Footnote 1}

ADMINISTRATION

• File monitoring
• Support for advisors
• Special mandates