Conseil en gestion de patrimoine iNFiNi-t inc.
Investment Bank/Securities Brokerage - Montréal, QC, CA
Conseil en gestion de patrimoine iNFiNi-t inc. Employees
Conseil en gestion de patrimoine iNFiNi-t inc. Details
iNFiNi-t Wealth Management Advisers Inc. is dedicated to providing fully independent advice to high-net-worth private clients and foundations with complex wealth management needs.Our role is to serve as personal family financial advisers. Our services are designed to fit your needs, and include formulating investment policies, developing an asset mix, selecting managers, managing risk and continuously monitoring the performance of the entire investment portfolio, preparing performance reports, coordinating the work and meeting with stakeholders, and negotiating fees.We give top priority to your peace of mind about how your wealth is being managed, and ensure that a team of experts is continuously working with you, in the best interests not only of yourself, but also of future generations in your family.We are proud of the fact that we supervise over $2 billion is assets for clients with portfolios in excess of $10 million.
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