William Robert

Mission

Provide long-term guidance

Economic conditions, company performance, geopolitical uncertainty. These and more are all things that sway financial markets. With stock markets fluctuating dramatically, our role is to guide you through your investment decisions so you can have peace of mind. When it comes to investing, it's important to make sure that impulse and misinformation don't sway your decisions. We'll stay focused on your wealth management plan and long-term goals to make sure that doesn't happen.

Our team covers all aspects of your wealth management, beyond investing. If we work together to build a long-term plan, our strategies will stay relevant, since we update them regularly based on changing events in your life.

Investment Philosophy

We build your portfolio based on your personal goals, expectations of returns, income needs and risk tolerance. 

In accordance with the guidelines in your investment policy, we work diligently on every aspect related to your investment policy.

We measure the performance of your portfolio based on your personal goals, net of management fees. The objective is a return that meets your expectations, even if markets continue to fluctuate, so that you feel secure and in control.

What sets us apart

We keep you front and centre

Your priorities are our priorities. They guide our decisions and the products and services we offer.

We offer comprehensive and personalized wealth management services. In addition to investment services, our experienced professionals are committed to meeting all your financial needs: estate, financial or tax planning, business transfers, insurance coverage, philanthropy, financing, and credit and transaction solutions.

 

The key to your success: A methodical process

Our wealth management services are based on a rigorous, methodical process organized into 5 main steps:

 

INTRODUCTION

Our first meeting is dedicated to introducing our team and our services.

 

DISCOVERY

The second meeting is the most important: it's to get to know you and understand you. Together, we'll discuss your needs and what matters most to you. We collect all the important information about your financial situation so we can get a complete picture.

 

STRATEGY

We do an in-depth analysis of the information to help us develop a plan for you that includes thoughtful, proven strategies.

 

SOLUTIONS

We offer you a curated selection of products and services to help you reach your plan and achieve the objectives we set together.

 

SERVICE

Sound portfolio management means carefully monitoring and reviewing your situation. We'll ensure that your portfolio changes based on your needs and the dynamic nature of financial markets.

Values

Our values shape our team. We're attuned to your needs and have your best interests at heart, because our goal is to help you achieve yours.

 

INTEGRITY

You entrust us with certain responsibilities, and we take that very seriously. We treat all of your requests with diligence and objectivity, in compliance with industry best practices and regulatory requirements. We have one objective: to stay fully aligned with your goals and priorities.

 

TRANSPARENCY

We strive to maintain healthy and long-lasting relationships with our clients. That's why we communicate with you openly, frequently and clearly.