Sylvain Brisebois

My Background

Our mandate is to establish a standard of service excellence, transparency and integrity, through a holistic approach — encompassing all aspects of wealth management: Investment planning, wealth advisory, retirement planning, business planning, the impact of life changes, estate and insurance services, tax planning, and philanthropic giving. Our structured investment process is based on 5 core beliefs:  A need to educate, a need to simplify, a need for discipline, the importance of our fiduciary duty and an unwavering pursuit of exceptional client service.