ASSET BALANCE SHEET
Before making financial investments, it is important to carry out an asset balance sheet in order to define precisely the amounts allocated to optimizing returns. We are constantly looking for the ideal balance between funds that must be immediately available, funds available in the long term (lpp, 3rd pillar) and funds designed to increase your assets.
PORTFOLIO ANALYSIS
Your portfolio is already built, but it does not bring you the expected returns.
Request an independent portfolio analysis to optimize asset allocation.
We bring clarity and alternative solutions, in line with your values.
INVESTMENT CONSULTING
The field is vast, ranging from the explanation of a financial instrument to the implementation of investment diversification.
We take the time to explain the risks and consequences of choosing each investment.
We guide you in a transparent way.
REAL ESTATE CONSULTING
You are considering buying a property, but some fears are holding you back. Send us your request and we will help you to clarify your project and make it a reality. Fears will evaporate and you will be able to make a well informed decision.
REAL ESTATE INVESTING
Real estate is becoming more and more accessible thanks to new business models. Come and meet us to review the various real estate investment opportunities. Perhaps we will find a solution that will awaken in you a taste for investment.
REAL ESTATE FINANCING
Ensure the success of your project by first evaluating the various financing options.
We will suggest avenues for you and we will assist you in composing a solid application for obtaining a mortgage.