We provide services to meet all your financial needs
We are, first and foremost, portfolio managers.
We apply our expertise in order to:
Develop investment policies based on our clients’ objectives and risk tolerance.
Build portfolios according to the principles of structured asset class management
Regularly rebalance our clients’ portfolios and optimize their tax strategies.
Over the past 30 years, we’ve developed a proven approach to investment. Our goals remain consistent: Maximize our clients’ returns through proper asset allocation and rigorous risk management.
Private management services
Groupe Wermenlinger Sokolyuk believes in taking an integrated approach to wealth management for high net worth families, which requires the coordination of multiple services. Thanks to our partnership with Desjardins Securities, we have the necessary tools to develop a comprehensive, centralized financial plan. We call upon the most experienced professionals in our extensive network to collaborate in your financial planning.
When it comes to private banking, we also offer comprehensive reports on our client’s current and projected financial situation.
the ultimate ally in integrated financial planning
These reports cover a range of factors such as:
- Short- and long-term financial goals
- Analysis of liquidity needs and tax considerations
- Risk management
- Retirement planning
- Tax and estate planning
- Financial support for education
- Gift planning
- Stock option analysis
- Financial impact resulting from the purchase or sale of a business
- Employment contracts
