YOUR FIRST CONVERSATION
What to expect
Duration
30 to 60 minutes—we take the time required.
Format
By phone, video conference, or in person.
Cost
Free, with no obligation.
Who you’ll meet
Directly with François or Patrick, no intermediaries.
What to bring
Your latest investment statement, if you would like a second opinion on your current portfolio (fees, concentration, geographic exposure).
Next steps
If our approach aligns with your needs, we establish a tailored asset allocation for your situation, with your assets held in custody at National Bank Independent Network (NBIN).
WRITE TO US
REACH US DIRECTLY
