Our service offer
To offer you high-quality financial support, our offer stands out on three levels.
Integrated asset management
Our investment service is intended to meet the needs of your individual or family accounts as well as your corporate accounts or trusts. We manage regular Canadian or U.S. accounts as well as registered accounts (RER, TFSA, RESP, RRIF…) and margin accounts, if any.
Personalized service
We can guide you financially and fiscally toward any financial objective: building your wealth, planning your retirement or other life project, arranging a business transfer, orchestrating the transfer of your wealth, etc. We call on our network of resource people to supplement our knowledge as needed.
Full financial advice
We can guide you financially and fiscally for any financial objective: building your wealth, planning your retirement or other life projects, arranging a business transfer, or orchestrating the transfer of your wealth. We call on our network of resource people to supplement our knowledge as needed.
Minimum amount required
We are committed to encouraging democratic access to investing and evaluate each file individually. Contact us for more information.
Fees
The only fees we charge are those related to our services, which are calculated in a regressive way according to the amount of the investment. We favour fixed-cost fees based on a percentage of the assets under management, rather than the commission model. This procedure ensures that decisions are actually made in your best interest.
By choosing a portfolio manager who personally takes care of his clients, you avoid duplication of fees and eliminate any external costs associated with management, which greatly benefits you, compared with the market standard. Our fees are transparently displayed on your annual statements and may be tax deductible for non-registered accounts.
Ready to meet your financial goals?
Become a customer in three easy steps.
Communicate with us as a first step and make an appointment.
During our meeting or telephone interview (or videoconferencing), we will take the time to get to know each other and work together to develop an investment plan that addresses your situation and meets your needs and goals. We can also come to your home or place of business, if necessary.
When you decide to entrust us with an asset, we will take care of filling out the forms, which you then only have to check and sign. We then forward everything to our iA Securities broker.
In the case of a transfer process, we will ensure the follow-up and pay the fees for this step. Should exit fees be charged by other institutions, you are responsible for paying them. It takes 2 to 4 weeks for all transfers to be completed.
Investments or changes to the portfolio are then made gradually to bring it in line with your investment plan as opportunities arise.