Who are we?

We are Wermenlinger Sokolyuk Group, a group of advisors offering sustainable financial strategies for high net worth investors. Our team specializes in integrated wealth management, providing discretionary portfolio management along with tax and estate strategies. Our inclusive consulting approach is designed to meet the objectives of both the couple and each individual, including tax and business requirements. In other words, we manage your entire family’s wealth to cover the needs of every generation.

Our investment style is focused on asset growth and conservation, avoiding speculative trends. Our group’s members all share the same strong commitment to sustainable finance. For us, responsible investing is not simply a new fad, it’s a paradigm that’s here to stay. We know how to manage risks related to climate change and our investment approach follows the principles of sustainable development. Because we believe it is possible to grow your portfolio while leaving a positive legacy for future generations!

Our mission

To help our clients achieve their life goals through integrated wealth management and sustainable investment, while building trusting relationships that redefine their outlook on financial planning.

Our values allow us to build close relationships with our clients

Performance

In portfolio management, each source of return is important. We make every effort to create value and protect our clients’ wealth. From strategy to execution, we don’t let any opportunity pass by.

Commitment

We’re dedicated to helping families improve their financial knowledge. We take pride in delivering results and are wholly committed to meeting your needs.

Transparency

We listen carefully to our clients and take the time to explain the reasoning behind all our decisions. We believe in proactive communication and take an approach to compensation that helps ensure objectivity.

Integrity

Our authenticity and honesty cultivate trust and credibility with our clients. We have proudly built our business on referrals and will never compromise our integrity.

Expertise

We put our many years of experience and our complementary skills at the service of our clients. We are committed to continuing education and stay abreast of market trends.

Rigour

We take a consultative approach, with a structured method that relies on facts, not intuition. Our investment process is based on extensive, diligent research of the economy and the financial markets.

Diversity

We encourage debate and believe that diversity is an asset. We understand that it takes a variety of ideas, strengths, interests, and cultural backgrounds to ensure success.

An experienced, multidisciplinary and diverse team

For over 30 years, we have been supporting our clients through the important phases of their lives. We help guide decision-making at life’s happy milestones (a birth, the sale or transfer of a business, retirement, a home purchase), and provide reassurance during more difficult periods (an accident, job loss, divorce, death).

Having navigated many economic cycles with our clients, we can effectively anticipate investor reactions through the ups and downs of the market. Our experience has shown the importance of educating our clients on economic issues and the latter’s potential impact on wealth planning. Our advisors take the time to explain market events to each family member, account for the unique concerns of every generation.

Customer service and investment decisions are a team effort. All members of the group deploy their complementary skills to help develop our clients’ financial strategies. In addition to portfolio managers Laurent Wermenlinger and Maryana Sokolyuk, our team also includes a financial and tax planning expert, an associate advisor, an associate and an assistante. Our diversity provides us with a deep understanding of multiple cultures and the ability to communicate in seven different languages. We have nurtured this asset by prioritizing the value of inclusivity that underpins our approach to team management.

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