In recent years, I have had the privilege of living part-time in Mont-Tremblant where I like spending quality time with family and friends. I also take advantage of the opportunity to meet clients and energetic businesspeople. As for myself, I love alpine skiing, mountain biking and good food/fine dining.

My columns will act as a complement to real estate investment, which is highly popular here. My expertise, gained during 24 years in the financial sector, along with being a portfolio manager and inheritance advisor, and with the education and a passion for investment, allow me to state that portfolio diversification is a top priority.

Given the fact that our role as an investment counselor is experiencing marked growth, it seems wise to introduce you to the management of a private portfolio. This latter, which has exacting requirements and additional security measures, allows you to free yourself to concentrate on what you really love.

Framework for success in six stages

Definition of your investment policy

The first thing is to understand your needs in terms of desired investment return, your revenue needs, your risk tolerance, and so on. After that, we draw up a draft investment profile.

Establishment of your portfolio

Starting from your ideal distribution of the assets, we choose an appropriate combination of investments for your portfolio and establish it according to the market possibilities.

Management of your portfolio

Market conditions and the economy evolve. As required, we modify your portfolio in order to anticipate evolution of the market and the economic environment.

Examination and follow-up of your portfolio

Your portfolio is constantly followed by the group Définition de portefeuille et contrôle des risques (Portfolio definition and risk control)

Adjustment of your investment strategy

We meet with you regularly to examine your portfolio and keep abreast of your personal and financial situation.

Information on your progress

You regularly receive a report detailing the activity in your portfolio and giving you the current market value of all your holdings.

The major advantages

Personalized management by an accredited manager, management of risk in accordance with your tolerance, holding of securities in your personal name, management expenses deductible for a non-registered account, and dynamic management of the assets in accordance with the investment profile.

Don’t hesitate to contact me if you have questions. You can also follow me on Linkedin.

Franciscouillard.com