We have great news to start the summer off. For a fourth year in a row, Francis Sabourin won a prestigious award at the Canadian Wealth Professional Awards.

Francis was named “Global Advisor of the Year”. He was also a finalist in the “Portfolio/ Discretionary Manager of the Year” category.

Joined by his wife, Linda, Francis received his prize during a ceremony on May 30 in Toronto. He wants to share this award with you, as it is thanks to the trust that you have shown him that he manages to excel.

Enjoy your summer!
It’s that time of the year when we wish you all the best for the summer. Our offices will stay open, but our newsletter will take a break until September.

However, we’re going to be quite busy this summer, as we’re in the midst of creating a product that is bound to be very successful. It is an alternative discretionary managed portfolio focused on capital preservation and a high level of investment income. You will have a chance to learn more about it at an official launch in the fall.

Until next time!

Francis, Josée and Hossein

Why do you need a withdrawal strategy?

Image credit: lesaffaires.com

The withdrawal sequence of your various assets can have serious repercussions on your retirement lifestyle. For example, it’s not always a good idea to put off converting your RRSPs into RRIFs until the latest moment possible. In fact, each case is unique. That’s why it’s essential to carefully plan your withdrawals... by contacting us for our advice!

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Slices of Montreal immortalized as part of new Champlain Bridge

Image credit: Infrastructure Canada

A baton from maestro Kent Nagano, maple syrup, bank notes, a hockey puck from the Habs... Those are just some of the 22 objects in the time capsule sealed in the new Champlain bridge that will tell future generations about our era.

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