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