• Reach your full potential

    Reach your full potential

  • At the heart of your financial strategies

    At the heart of your financial strategies

  • Secure your financial situation

    Secure your financial situation

  • Reach your financial heights

    Reach your financial heights

  • Your financial

    Your financial "coach"

  • A safekeeper for your assets

    A safekeeper for your assets

Asset Management

 

  • Is your investment portfolio well diversified ? Under-diversified? Or over-diversified?
  • Should your investments be "actively" or "passively" managed?
  • Is your portfolio aligned with your risk tolerance profile?

 

Our independent approach allows us to work with the best portfolio managers in Canada, the United States as well as globally.

We are on constantly on the lookout for managers who meet specific exhaustive criteria:

  • Performance history covering different economic cycles
  • Discipline in respecting their management style
  • Risk / yield ratio lower than average
  • Relative performance higher than the average of its peers
  • Managers working in teams and having a solid succession plan in place
 
Our role is to closely monitor the performance of select portfolio managers and choosing the strategic asset allocation amongst various mandates so as to optimize your situation, while respecting your investor profile.

Let us work with you your investor profile and recommend an investment strategy tailored to your objectives and your situation.

Click here to download the Investor's profile pdf document.

Home Your needs Asset management

SAVARD & ASSOCIATES

Financial Group

 

1080 Beaver Hall, Suite 002

Montreal, QC, H2B 3N3

Tel.: 514.489.9494

Fax.: 514.767.8084


425 avenue Mathers, Suite 103

St-Eustache, QC, J7P 0B4

Tel.: 514.489.9494

Fax.: 514.767.8084

 

 

   

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