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Wealth Management

Case studies

Overview

Lucie Tremblay, 62 years old

Retired and active, she wants secure investments.

Assets to invest: $155,000

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Simon Guertin, 47 years old

Doesn't have time to manage his portfolio.

Assets to invest: $250,000

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John Blackburn, 59 years old

Decided to sell his shares to his partner.

Assets to invest: $1,200,000

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Linda Trépanier, 54 years old

She saves but isn't very interested in finance.

Assets to invest: $205,000

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Gérard Bastien, 61 years old

Semi-retired, he manages a portion of his assets himself.

Assets to invest: $250,000

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Benoît Fortier, 51 years old

Independent and aware, he doesn't need any advice.

Assets to invest: $320,000

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