Let’s discover your financial DNA together

Finance

We offer you innovative investment solutions, focused on risk control, and first-rate customer service allowing you to save taxes.

Assurance

You will benefit from our expertise in risk management and selection of tax-advantaged products selected from the largest Canadian insurers.

Investments

We maximize the profitability of your investments by making a judicious combination of managers to give momentum to your projects.

Succession

We guide you to seize opportunities and understand the complex concepts of wealth transfer and estate planning

A complete overview of you and your business accompanied by flexible premium services.


What is our approach?



For us, exploring financial DNA is about examining in detail the essential components of the economy, financial markets, risks, as well as your personal and professional aspirations. This approach aims to anticipate more effectively, manage your finances more strategically and give you the means to succeed in a complex and constantly evolving financial environment.



Inspired multidisciplinary approach

Our approach and our ongoing commitment are essential assets to support you in developing a complete vision of your financial situation in collaboration with our team.

Family Office

Our family office, led by experienced financial security advisors, offers a full range of tailor-made wealth management services for its clients. We help you manage your investments, plan taxes, structure your assets, and prepare for succession. Our personalized approach ensures that every aspect of your financial situation is taken into account, to give you peace of mind and sustainable growth of your wealth


To learn more
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As an ADN customer, you benefit from a level of service and personalized attention that stands out from what can be found elsewhere. We invest the time necessary to understand your situation, your life, and the needs of your family and businesses, including financial aspects and personal goals.

In collaboration with you, we work to guarantee your success.

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