To ensure a free-flowing and organic dialogue, our meetings are scheduled through the mutual convenience of the client and our financial planners in Montreal, and have no set time limits. The location for the meeting is completely at our clients’ discretion and is subject to their comfort level: golf courses, restaurants, or coffee shops are all perfect places for meetings. For those who prefer a more formal setting, come stop by our office and talk to one of our financial planners in the heart of Downtown Montreal.
“We don’t rise to the level of our expectations, we fall to the level of our training.”
201 - 1420 Sherbrooke Street. Montreal, Quebec, H3G 1K5
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