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Our fee structure

gestion discrétionnaire

No hidden costs, no commissions, no production quotas.

 

We are remunerated by management fees that are clear, visible, agreed in advance in writing and deducted monthly from your portfolio. These fees are competitive and follow a sliding scale: the more you invest, the lower the percentage on your assets.

Our fees are tax-deductible for non-registered accounts. This represents a significant reduction compared to advisory fees contained within investment vehicles that are not tax-deductible.

 

All our other services are complementary to your investment management and offered at no extra charge. If the services of other professionals with whom we collaborate are required, such as notaries and accountants, they will bill you directly for their services.

For any question

Testimonials


What our investors are saying:

"I have been with the firm for over 20 years and I have full confidence in Patrick since he took care of my investments. In addition to the expertise and experience required, I feel that he listens to my needs. Patrick has soft skills that makes each of our meetings pleasant. In short, he is a very good advisor!"

Maurice Chiasson,

Lawyer and consultant in strategic and organizational management

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