Clients work with us for different reasons. Some choose us for our investment knowledge that comes from years of experience and extensive education. Others appreciate our attentiveness to their needs whenever they arise. Here are a few examples of why clients trust us as their wealth management partner, and of the solutions we have developed for them.
Mrs. Lefebvre has an integrated skill set (tax, estate and insurance planning, financial advice). We received outstanding financial advice that was sound, strategic and integrated. It has allowed us to build and maintain an investment portfolio that is aligned with our life choices, our values and our ability to generate reasonable returns, and to achieve our estate goals in a tax-efficient manner.
Her ability to listen and communicate is remarkable. Her generous advice was invaluable in our decision-making process, and provided us with confidence and financial well-being.
I have been a client of Sylvie Lefebvre for numerous years. Sylvie provides investment advice that explains short- and long-term objectives in relatable terms. She is/was very professional, compassionate and interested in determining my degree of risk in investing. Her excellent guidance and investment advice enabled me to fulfill my goals and aspirations for my retirement. Her excellent management of my portfolio has ensured that I can maintain a comfortable retirement with sufficient funds to indulge in my favorite hobby, travel. I feel very confident that Sylvie and her team will continue to provide excellent management of my portfolio and you can be confident that they will do likewise for you.
Sylvie established a strong bond of trust from the very beginning. Her attentive listening, her understanding of my dreams, and her know-how convinced me that the management of my wealth would be in good hands. Sylvie, her team and I are focused on common and attainable goals. My retirement is secure, and I can sleep easy. If you’re looking for a competent and dynamic investment coach, Sylvie is the right woman for the job.