Our philosophy
Our investment philosophy is rooted in several core beliefs that guide our approach:
HIGH CONVICTION
We maintain strong confidence in our investment selections, focusing on a select number of companies that we believe offer significant potential for long-term growth and value creation.
CONCENTRATED POSITIONS
We prefer concentrated portfolios with a limited number of holdings. This allows us to deeply understand and closely monitor each investment, ensuring alignment with our strategic objectives.
QUALITY BUSINESSES
We prioritize investments in high-quality businesses that demonstrate resilient fundamentals, such as predictable cash flows, strong market positions, and effective management teams.
NO MARKET TIMING
We do not attempt to predict short-term market movements. Instead, we focus on the fundamental strength and valuation of the businesses we invest in, aiming to benefit from their long-term growth prospects.
LONG-TERM HOLDINGS
Our strategy emphasizes long-term investment horizons. We believe in the power of compounding returns over time and aim to hold investments for extended periods, allowing them to realize their full potential.
LOW ROTATION OF STOCKS
We maintain a disciplined approach to portfolio management, minimizing turnover and transaction costs. This approach enables us to stay committed to our investment thesis and capitalize on the benefits of long-term ownership.
VALUE INVESTING
We seek to invest in assets that are trading below their intrinsic value, focusing on opportunities where the market may have undervalued the long-term potential of the business.
Your wealth management plan
Wealth management is more than just managing investments. We help you evaluate your current situation, identify your goals, and develop a strategic plan to guide you through future financial decisions.
Step 1
Introduction
- Initial interview to get to know you better, understand your needs and assess your current portfolio.
- Development
Step 2
Estate and fiscal planning
- Integration of your portfolio: financial projections, investment banking solutions, insurance strategies, wealth optimization.
Step 3
Taking action
- Updating your plan on a regular basis
- Proactive portfolio management
- Support at every stage of your life
Our fees
Family-friendly pricing
Our fees are established at the outset of our relationship, based on the value of your family's investments. Total family assets are taken into consideration when establishing our management fees.
The client’s best interest
We are compensated for our expertise, our decisions and the wealth management services we provide.
Tax advantages
Fees can be deducted from investment income in all non-registered accounts.
Que ce soit pour me conseiller, me soutenir dans la gestion de mes actifs, toute l'équipe est toujours présente a mes côtés. Professionnelle, engagée, démontrant un service client hors pair et ce, depuis des années. Merci de votre super accompagnement. Vous faites toute la différence.
Evelyne (August 21, 2026)
Merci à toi et toute ton équipe pour vos excellents services!
Patrick (July 21, 2026)
Merci Francis, c'est apprécié. J'aime travailler avec tous les membres de ton équipe. Merci pour l'excellent service.
Michel (July 21, 2026)
Un énorme MERCI à vous! Vos petites attentions sont très appréciées et travailler avec vous est un véritable privilège!
Vicky (July 21, 2026)
C’est un réel plaisir de faire affaire avec toi, Anthony, Alexandre… et les autres que j’oublie. Déjà plus de 6 ans et je suis toujours enchantée! Bravo pour votre expertise et votre passion au travail! Ça fait toute la différence!
Marie-Claude (August 17, 2026)
Courte note pour vous dire un grand merci. Je ne me serais jamais attendu à ce que vous m’aidiez à corriger cette situation. Honnêtement, c’est tout à votre honneur et cela me rappelle à quel point je suis fier de vous avoir choisi comme partenaire financier.
Frederique (August 17, 2026)
Thank you Francis!! Grateful to have you and your wonderful team part of my journey as well.
Joanne (August 18, 2026)
These testimonials reflect the opinion and experience of specified clients and may not be representative of the experience of other clients. These testimonials do not constitute a guarantee of future performance, success, or outcomes.