As entrepreneurs, we have rapidly-changing needs and need cutting-edge expertise. With their team, they helped us to review our investment planning, our life/disability insurance, our compensation structure (salary/dividend), our wills and much more.
One of the keys to success in our relationship has been their working together with our professionals to ensure that our financial and tax planning was always optimized. The work they perform gives us confidence that nothing is left to chance and that all decisions are made in our best interest, both now and in the future.
Pascal and Charles are caring people who value service above all else. Working with them on our finances means that we receive 360° personalized service characterized by integrity and professionalism. For all of the above reasons, we have no hesitation in referring them to business people or to friends and members of our family who, like us, attach great importance to effective wealth management and growth.