About Brian P. Weber, CFA^®

With a Bachelor of Commerce in Finance and the Chartered Financial Analyst designation, my prior experience as an Equity Research Analyst allowed me to develop a high level of technical knowledge in identifying opportunities in both the equity and fixed income markets.

My analytical skills and 20+ years of industry experience are a winning combination with Lynn Sullivan's extensive business experience. We believe a team is better able to provide customized investment solutions and an enhanced level of customer service and support while achieving superior financial results.

We believe our client relationships are built on true integrity, performance and caring, personal service - all essential elements of exceptional wealth management.

Philosophy

Performance: We perform an in-depth analysis of the global economy with the goal of determining which investment strategy and investment options provide the best balance between risk and return.

True Integrity: We provide honest and unbiased recommendations. Your financial interest is the cornerstone of every investment decision we make, and we have the freedom to invest in any financial products, including those from competing firms.

Professionalism & Commitment: Providing ongoing, trusted advice is our guiding principle as we help you to first define and then achieve your financial goals. We are always available to discuss your portfolio.

Support from a good firm is important: You have the comfort of being served by a firm with over 160 years of history in the Montreal community. We can also draw on our in-house team of industry experts for investment research, accounting expertise, estate settlement and other advice tailored to your unique financial situation.