Our multi-strategic approach allows you to diversify your assets by combining our portfolio management with an indexing approach or by involving other active managers boasting a style complementary to ours.
You will be assigned a private banker as a one-stop shop for all your banking and financing needs.
You will have access to business succession planning, fiduciary, concierge and medical concierge services, as well as to valuation services for art work and wine cellars.
Our proactive management approach allows us to quickly adapt to your objectives, your projects and achieve them at specific milestones of your life.
“Cimon has put together a comprehensive team of financial experts to help define your personalized financial goals and build a sound and agile strategy to achieve them. I really appreciate the regular updates and chats with Cimon.”
Roger Tawa
Client since 2011
“The Pagé Plante Group is composed of conscientious, competent and attentive advisors who offer sound advice, excellent collaboration and unwavering support while respecting the personality of their clients.”
Huguette Marion
Client since 2009
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