We offer a full suite of products and services for individual investors, families and business owners.
Leveraging our deep network of trusted partners, we cover all aspects of your financial life – from insurance* to debt management to tax and estate planning.
We offer a variety of tools and strategies for every stage of your lifelong financial journey
Through strategic partnerships, we offer a wide range of insurance products.
We put your financial needs first to set you on a path that you can feel confident in.
We’ll work together to determine the best portfolio and strategy for you in the short and long term.
Set and achieve savings goals aligned with your needs and objectives.
In today’s increasingly complex market and economic environment, the steady hand of an experienced advisor can make all the difference in reaching your financial goals.
Our new address will be:
3498 Galt Ouest, Suite 110
Sherbrooke, QC, J1H 0A5
Our phone numbers and email addresses remain unchanged.
We are delighted to share some great news:
To continue offering you the highest quality service and to support our growth, we are moving into a brand-new building. Starting December 1st, 2026, we will have the pleasure of welcoming you to our newly designed and more spacious offices.
Additionally, our new street-level location will make your visits even more convenient and accessible.
Our new address will be:
3498 Galt Ouest, Suite 110
Sherbrooke, QC, J1H 0A5
Our phone numbers and email addresses remain unchanged.
We look forward to showing you our new space. Please do not hesitate to contact us if you have any questions or if you would like to schedule your next meeting in our new location!