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We plan your future

About Stratèges Gestion De Patrimoin

Stratèges Gestion De Patrimoine is a second-generation family business that has been in the financial services industry for over 35 years.

The knight represents strategy and the analysis of situations. The strategist, for its own part, is defined as a specialist, a practitioner who “competently and skillfully designs the way to carry out an action so that it renders the best results.” For us, it is obvious that strategy must be positioned at the centre of financial planning, otherwise the integration is neither optimal nor effective. At Stratèges GDP, it is about advancing our client in all aspects of managing their wealth by implementing a strategic financial plan that is in line with their goals and objectives.

At Stratèges GDP, the relationship with our clients is at the heart of our business model. Our priority is the financial health of each and every one of them. Our corporate values are defined by integrity, family, respect, communication, transparency and rigour.

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Our team is here to listen

FROM EXPERIENCE TO VIVACITY

From generation to generation, from experience to vivacity, this complementarity allows us to offer our clients a complete, different and high-quality approach. Our in-depth knowledge, our unique know-how and our human-centred and personalized client approach have been the keys to our success over the years.

We are always determined and committed to go above and beyond, to allow our firm to evolve and innovate over time. Our primary goal is to contribute to your success.

« Nous avons fait appel à Stratèges Gestion de Patrimoine pour nos besoins en assurance-vie et gestion de patrimoine et nous avons été charmés par leur approche humaine et leur grande disponibilité. Alexe a fait des pieds et des mains pour s’ajuster à notre horaire chargé et pour répondre rapidement à nos besoins. Nous avons grandement apprécié ses conseils francs et personnalisés. »

Daphnée Beauchamp, avocate & Anthony Richard, ingénieur

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