Experienced guidance – more confident investing

Having an experienced investment manager can help simplify the complexities of your wealth, and it can also help simplify your life. Through a disciplined process and investment choices based on your goals, time frame and risk tolerance, I can help you identify many opportunities–to help make your life easier.

I can provide you with investment services and guidance that make the most sense for you and your family. I’ll also be there to help you each step of the way as you pursue your personal financial goals.

COMPREHENSIVE PLANNING

There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.

Education Planning

Financial Planning

Portfolio Management

Investment Strategies

Estate Planning and Strategic Charitable Giving

Retirement Planning

Get to know Our Team

Marco
Marco Ouellet, FCSI®
Senior Porfolio Manager
andre jutras
Andre Jutras, CIM®
Investment Advisor
Hubert Ouellet
Financial Advisor
karine bernier
Karine Bernier
Investment Advisor Assistant

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.
La vie est une question d'équilibre
Marco Ouellet

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