Every day, we shape the legacy we leave behind.
Sherbrooke, Quebec
More than numbers, advice is first and foremost about relationships. We support our clients with a holistic vision, anticipating the key milestones of their financial lives and providing clear, strategic, and sustainable guidance at every critical stage. Our approach is rooted in the collective strength of our team. Through the complementarity of our expertise—from asset management to advanced tax planning—we design integrated, realistic solutions aligned with your long-term objectives.
Sur place · Sherbrooke
The role involves coordinating client transactions, managing account documentation, and ensuring high-quality customer service in collaboration with advisors. The associate is responsible for preparing client reports and ensuring all files adhere to compliance standards.