Has your family wealth reached $2 million or more? Experience has shown that this situation raises a whole new set of questions that need to be addressed.

How do you preserve the capital that you have acquired through such hard work? How do you maintain the lifestyle you and your family have become accustomed to? Wealth does not solve all your problems. Often, it creates complex challenges that must be dealt with over time.

How we can help

The Integrated Wealth Management service we have been offering for over 12 years is designed to meet the needs of wealthy families and individuals.

You can call upon our group’s expertise and advice to help you resolve personal or financial issues. Let us manage your portfolio and benefit from our sound investment advice. We can also contribute to your financial or estate planning*, analyze your tax situation and propose a range of solutions that will fit perfectly with your professional, family and personal life.

*Offered through Desjardins Securities Financial Services