Since the creation of our firm, 20 years ago, our mission has been to reveal the best of our clients’ financial potential so that they reach and surpass their objectives. The Private Wealth Management approach allows us to go even further, with the same vision of being a partner dedicated to your business, taking care of all aspects of your wealth management in a personalized way.
A single point of contact, supported by an extensive team to manage your wealth down to the smallest detail.
Planning that encompasses all products and services within the same firm in order to have a clear vision of your objectives aimed at achieving your results and protecting your assets.
Minimizing the tax impact of your returns and financial products is essential. You have worked hard to build your wealth over the years and we are putting all the strategies in place to ensure that you get the most out of it.
Give you access to all industry managers with full asset class coverage.
Put in place a detailed action plan: an effective reference tool for achieving your long-term goals and carrying out your projects.
Propose the best strategies to protect your assets and your wealth accumulated over the years and thus ensure you have a safety net for you and your loved ones.
We offer the best of both worlds: independent access to all fund managers and institutions on the market, plus affiliation with SFL Wealth Management, a partner of Desjardins, one of the largest players in Canada.
Much more than financial advisors and planners, we take advantage of our vast network of independent professionals such as: tax specialists, lawyers, notaries, accountants, actuaries, real estate and mortgage brokers, etc.
Knowing how to surround yourself is an art. Our commitment: to offer you a full range of high-level financial planning and wealth management services, guided by sound business judgment and the strength of our team’s many years of experience. Over the years, our work has been repeatedly recognized and rewarded by our peers.
With Partenaire-Conseils Financial Group & Private Wealth, you will have tailored support that meets your expectations.
Investment Management being at the heart of wealth management, at Partenaire-Conseils Financial Group & Private Management, we analyze, propose and optimize your portfolio so that it fully corresponds to your aspirations. Our independence and expertise give you access to a range of diversified solutions and strategies developed by our investment committee.
Our global integrated 360 approach to financial, tax and estate planning allows you to better manage the complex elements of your wealth. Our rigor and our approach are levers for your financial success. We are honored to be your financial partner in helping you bring out your best and seeing you succeed in all aspects of your life.
