Our commitment to building a tailored portfolio.

We consider factors such as your time horizon in terms of disbursement needs, your tolerance for market volatility, your social values ​​and your tax situation since they all vary from one investor to another.

This will allow us to build the solution best suited to you from the following products:

Fixed income securities:

  • Exchange traded funds
  • Government and corporate bonds
  • Principal protected notes
  • Preferred shares
  • Mutual funds

Alternative shares and investments:

  • Canadian and international common shares
  • Exchange-traded funds
  • Socially responsible investments
  • Real estate trusts and infrastructure funds
  • Mutual funds and hedge funds
  • Options and futures

By entrusting us with your investments, you will benefit from the expertise of a highly qualified portfolio manager who will make the best decisions for your situation.

Discretionary management allows us to be agile, adapt quickly to market movements and treat all our clients fairly.

“A team that has established a solid relationship of trust through its availability, its attentiveness, its transparency and its respect for my investment choices and preferences over the years. Unparalleled personal support and guidance when I had to deal with special situations (estate settlement, transfer of securities held in other financial institutions, etc.).”

Lucie Veilleux
Client since 2011

“I have been with Mr. Plante’s team for several years now. He has managed to grow my portfolio despite the stock market storms. The excellent service, dedication, expertise, courtesy and professionalism have made him and his team successful.”

Carl Gagné
Customer since 2006

Set up your tailored portfolio

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