Investment Advice, Wealth Management, Business Services, Discretionary Management etc.
For almost 20 years, our company has stood out through a human approach, a strong sense of applied business and uncompromising professionalism. Our standards are high, as are yours. Located in the greater Montreal area, we serve local and national customers. Our team composed of ectuaries, analysts and programmers, allows us to establish ourselves in the realization of traditional mandates of P & C actuarial science, the creation of evaluation tools of evaluation and information information as well as the exhaustive analysis of large amounts of data (Big data).
Our firm has developed over the years a vast expertise in various fields of practice and thus meets the needs of a varied clientele: institutions, individuals, non-profit organizations, business people, professionals, SMEs and large companies.
We have office space and more to suit all budgets, in every city of the world. Our advisors are ready to help you find the right place for you.
Founded in 2016 by Dr. Morgan, the Clinique de proctologie Dix-30 is the only one of it’s kind in Quebec. The clinic offers a very complete range of services. The company’s mission is summarized by the following 2 items: demystifying perianal diseases by setting up an information site and offer a cordial and rapid treatment to people suffering from these pathologies.
For over 20 years, we have been standing by our clients and managing their wealth—to preserve their holdings and help them grow from generation to generation.
By combining our disciplined asset management and our global wealth management approach, we build personalized investment portfolios and recommend tax-efficient strategies to help our clients reach their personal and financial objectives in a conservative fashion.
Our clients, who are mainly entrepreneurs and professionals, put their trust in us because we understand their specific needs and will meet their expectations. We work with professionals in order to provide integrated solutions and an overall perspective of their financial future.
By leveraging our team’s skills and experience, we provide clients with the peace of mind they desire. They can rest easy, knowing their wealth is being managed in a strict but proactive fashion for the long term.