Our Mission Statement

We are committed to maintaining the highest standards of integrity and professionalism, and developing lasting relationships with all our clients. Olivier is hard-working and constantly available for the well-being of his client.

As a client, you will benefit from our clear, easily understood explanations of wealth management products and services. Your personalized wealth management plan will provide a roadmap for us to work together as a team toward your secure financial future. 


Examples of clients we serve include:

- University faculty and staff

- Engineers and scientists

- Technology professional

- Attorneys

- Self-employed individuals/partners

- International community

- French-speaking community