Private Wealth Management

Private Wealth Management

A high level trusted partner

Since the creation of our firm, 20 years ago, our mission has been to reveal the best of our clients’ financial potential so that they reach and surpass their objectives. The Private Wealth Management approach allows us to go even further, with the same vision of being a partner dedicated to your business, taking care of all aspects of your wealth management in a personalized way.

Private Wealth Management Private Wealth Management

WHAT MAKES US UNIQUE

A dedicated partner

A dedicated partner

A single point of contact, supported by an extensive team to manage your wealth down to the smallest detail.

Integrated 360 global planning

Integrated 360 global planning

Planning that encompasses all products and services within the same firm in order to have a clear vision of your objectives aimed at achieving your results and protecting your assets.

Our tax optimization strategies

Our tax optimization strategies

Minimizing the tax impact of your returns and financial products is essential. You have worked hard to build your wealth over the years and we are putting all the strategies in place to ensure that you get the most out of it.

Our independent portfolio management

Our independent portfolio management

Give you access to all industry managers with full asset class coverage.

Our approach to financial autonomy and retirement

Our approach to financial autonomy and retirement

Put in place a detailed action plan: an effective reference tool for achieving your long-term goals and carrying out your projects.

Protecting your assets

Protecting your assets

Propose the best strategies to protect your assets and your wealth accumulated over the years and thus ensure you have a safety net for you and your loved ones.

Our independence and affiliate network

Our independence and affiliate network

We offer the best of both worlds: independent access to all fund managers and institutions on the market, plus affiliation with SFL Wealth Management, a partner of Desjardins, one of the largest players in Canada.

Our multidisciplinary approach

Our multidisciplinary approach

Much more than financial advisors and planners, we take advantage of our vast network of independent professionals such as: tax specialists, lawyers, notaries, accountants, actuaries, real estate and mortgage brokers, etc.


Entreprises

AN AGGUERRIE TEAM, COMMITTED PARTNERS

Knowing how to surround yourself is an art. Our commitment: to offer you a full range of high-level financial planning and wealth management services, guided by sound business judgment and the strength of our team’s many years of experience. Over the years, our work has been repeatedly recognized and rewarded by our peers.

With Partenaire-Conseils Financial Group & Private Wealth, you will have tailored support that meets your expectations.

Portfolio management

SOWING WELL FOR BETTER GROWTH

Investment Management being at the heart of wealth management, at Partenaire-Conseils Financial Group & Private Management, we analyze, propose and optimize your portfolio so that it fully corresponds to your aspirations. Our independence and expertise give you access to a range of diversified solutions and strategies developed by our investment committee.

Here is our rigorous 5-point portfolio management process:

  • Listen to you
    We firmly believe that before any recommendation, we must get to know you. Your background, your challenges, your goals and the achievements you want to accomplish define you. It is therefore essential as partners to identify together what is important to you and to put in place a plan adapted to your situation.
  • Develop your plan
    An essential first step is to develop your Investment Policy Statement, which outlines your needs, your investment horizon and your risk tolerance. Asset allocation and diversification in management styles will then be determined in order to create your portfolio.
  • Create your portfolio
    Once your plan is defined, we will build your portfolio by choosing an appropriate combination of investments. Our portfolio architecture approach is based on 3 key principles:

    • Independence:
      In Canada, there are over 35,000 investment portfolios with over 100 fund managers. We enjoy access to all industry managers with comprehensive asset class coverage.
    • Complementarity:
      We promote the diversification of criteria by focusing on the quality and complementarity of the team of managers to achieve better results.
    • Expertise of the environment:
      In order to maximize the quality of the results of the team of managers, the optimization process will put into action the highest criteria of the financial environment.
      The advantages of this approach:

      • Better long-term return expectation
      • More consistent returns
      • Better portfolio behavior during downturns
  • Reviewing and monitoring your portfolio
    We have developed several monitoring tools that assess the evolution of the quality of the portfolio according to the parameters established in your plan. The parameters are assessed by our investment committee through rigorous due diligence of the various mandates and constant communication with the portfolio managers.
  • Development of your strategy and evolution
    Our disciplined approach to portfolio management is focused on communication. Your partner will meet with you to review your portfolio and take stock of your personal and financial situation and will always be available to answer your questions. In all our recommendations, we pay particular attention to the tax efficiency of the strategies.

Our global integrated 360 approach to financial, tax and estate planning allows you to better manage the complex elements of your wealth. Our rigor and our approach are levers for your financial success. We are honored to be your financial partner in helping you bring out your best and seeing you succeed in all aspects of your life.


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