Clients work with us for different reasons. Some choose us for our investment knowledge that comes from years of experience and training. Others appreciate the degree of attention we devote to their needs.
Here are a few examples of why clients trust us as their wealth management partner, and of the solutions we have developed for them.
Before starting to work with Josée and her team in my mid-50s, I thought my retirement plan was “Freedom 99”. I had investments with multiple institutions and an employer pension plan, but despite having spent time with my bank’s financial advisors I didn’t have an overall financial plan. Josée collected all my information, we discussed what my objectives were, and she came back to me with a very detailed and comprehensive financial plan. I have since retired and Josée continues to provide support with ongoing financial advice for investment options and tax strategies. We typically meet on a quarterly basis to update my plan and make sure everything is on track. Excellent service from a very competent group of professionals.
For several years now, we have entrusted the planning and management of our wealth to Josée's team. She quickly gained our trust. We feel that she has not only our financial health, but our overall well-being at heart. She is always available and has supported us through different stages of our lives. Thanks to her and the team's expertise, we know that we have a solid plan for our future and that of our daughter. This plan serves as a guide in our decision-making, but Josée is always there to adapt it as our lives and projects evolve. She looks to the future but never at the expense of our present happiness, and that's tremendously reassuring.