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Why Choose Us?
Advantages of Using the Services of the
Tench, L'Heureux & Fortier Wealth Management Team
- Co-ordinate investment strategies across your entire investment portfolio with an experienced and trustworthy advisory team backed by the resources of National Bank Financial.
- Ability to build a dialogue with a stable, dedicated, relationship-oriented team focused on your needs and objectives.
- Having direct “open-door” access to each member of an advisory team that is responsive and ready to discuss what matters to you.
- We are committed to continuously educating both ourselves and our clients.
- A comprehensive suite of wealth management services under one administrative umbrella (including investment, retirement, tax and succession planning, portfolio administration, debt management, life, health and critical illness insurance).
- Streamlined investment and tax reporting including high quality capital gains reporting and Adjusted Cost Base (ACB) tracking.
- Increased tax efficiency through optimal allocation of holdings between registered plans (RRSPs, RRIFs, RESPs and TFSAs) and other accounts.
- One stop unbiased shopping of markets for suitable stocks, bonds, mutual funds, GICs and insurance.
