CFA Institue
Personal Budget
Guiding you to your objectives
Our 5-step investment approach begins with a meeting allowing us to find out what motivates you? Once your needs have been identified, our process consists in:

1. establishing your objectives
2. evaluating your tolerance for risk
3. establishing an asset allocation strategy adapted to your needs
4. concretizing the strategy by building a personalized portfolio
5. planning follow-up meetings to screen and revise the portfolio..
You are guided through each step in a process that takes all of your questions seriously. The guidance we provide is the product of our experience, and aims to support your current and future needs.

Chevalier, Meunier and Associates, group savings representatives associated with PEAK Financial Group.
N.B. Chevalier, Meunier and Associates offers insurance products as independent representatives and its services are offered independently from the firm PEAK Financial Group. PEAK Financial Group, group savings broker registered with the AMF, limits its offer and responsibility to investment products, such as mutual funds and GICs.


  Mars 2011 -
La volatilité des
marchés financiers

Avril 2011 –
Les multiples
avantages du CÉLI

Juin 2011 –
Assurance maladies