1. Understand
We take time to understand your needs, dreams and aspirations.
Our mission
"We are driven by the deep conviction that every individual deserves to live with financial confidence, and we work tirelessly to enable our clients to do just that."
Équipe Paré & Paquet
Our values
- Integrity: Act honestly and ethically in all transactions and interactions with customers.
- Competence: Maintain a high level of professional knowledge and keep abreast of market developments and financial products.
- Transparency: Provide clear and understandable information on services, fees and risks associated with investments.
- Objectivity: Offering impartial advice based on customers' financial needs and objectives, without undue influence from specific products or services.
- Client focus: Putting customers' interests first at all times, and striving to offer them the best possible service and solutions.
- Commitment to excellence: Continuously strive to improve our skills, services and working methods to deliver outstanding advice and wealth management.
Your path to financial confidence
We start with a deep understanding of who you are, your values and your vision of
success. This means reviewing the financial decisions you’ve made over the years, the
goals you’ve set for yourself in the years to come, and the ways in which these reflect
what is important in your life. We use our experience and expertise to create a personalized financial plan that will help you achieve your financial goals.
2. Confirm
We summarize our understanding of your financial priorities.
3. Design
Together, our team members develop a strategy to help you achieve your goals.
4. Present
We present the strategy we have developed for you for discussion.
5. Implement
We work with you to implement your strategy.
6. Track
We track progress and adjust the plan according to your situation.
Our investment philosophy
To help protect our clients against the loss of purchasing power, our team invests according to the method popularized by Warren Buffett, i.e. in a concentrated but diversified portfolio of undervalued, well-established companies which according to our assessment, are more likely to outperform for the next 30 years. We also take into account your risk tolerance and short-term cash needs to build your personalized portfolio.
When you choose to invest with us, we offer:
When you choose to invest with us, we offer:
- Discretionary portfolio management, which enables our team to help you benefit quickly from market opportunities.
- In-depth knowledge of the financial markets, enabling us to answer your questions in full knowledge of the facts.
- Our high-performance research tools enable us to analyze companies from a variety of angles.
- Independence in terms of the products we offer, ensuring you receive the best products according to our assessment.
- Investments in well-known companies, so you know exactly where your money is invested and can support the companies you own.
Our fees
% of fees degressive based on assets
In addition to offering a reduction in the percentage charged when you reach certain thresholds, asset-based fees align our clients' interests with our own, unlike transaction-based fees.
Family pricing
We allow our clients to pool family assets to benefit from a reduced percentage fee for each member of the household.
Tax deduction
For your investments in non-registered accounts (both personal and corporate), it is possible to deduct the fees paid on your tax return, reducing the amount actually paid.
Ready to take the next step?
Looking for a team to help you achieve your financial goals? Contact us to speak to a member of our team. It will be our pleasure to meet with you and answer all your questions.