{"id":3419,"date":"2026-06-11T17:10:48","date_gmt":"2026-06-11T23:10:48","guid":{"rendered":"https:\/\/gold-im.com\/?page_id=3419"},"modified":"2026-06-11T18:12:35","modified_gmt":"2026-06-12T00:12:35","slug":"pro-exec","status":"publish","type":"page","link":"https:\/\/gold-im.com\/fr\/pro-exec\/","title":{"rendered":"Pro &#038; Exec"},"content":{"rendered":"<div id=\"program-overview\" class=\"tatsu-fqp0hlekh2f6mfcj tatsu-section    tatsu-clearfix\" data-title=\"\"  data-headerscheme=\"background--light\"><div class='tatsu-section-pad clearfix' data-padding='{\"d\":\"90px 0% 130px 0%\"}' data-padding-top='90px'><div class=\"tatsu-row-wrap  tatsu-wrap tatsu-row-one-col tatsu-row-has-one-cols tatsu-medium-gutter tatsu-reg-cols  tatsu-clearfix tatsu-fqp0hlekhpfvpu7d\" ><div  class=\"tatsu-row\" ><div  class=\"tatsu-column  tatsu-column-no-bg tatsu-one-col tatsu-column-image-none tatsu-column-effect-none  tatsu-fqp0hlekhw75jwg0\"  data-parallax-speed=\"0\" style=\"\"><div class=\"tatsu-column-inner\" ><div class=\"tatsu-column-pad-wrap\"><div class=\"tatsu-column-pad\" ><div  class=\"special-heading-wrap style4  tatsu-fqp0hleki24pg2kk oshine-module\" ><div class=\"vertical-divider top\"><\/div><h4  class=\"caption\">Gestion d\u2019investissements<\/h4><div class=\"special-heading\"><h3 class=\"special-h-tag\" >Professionals and Executives Program<\/h3><\/div><div class=\"vertical-divider bottom\" ><\/div><style>.tatsu-fqp0hleki24pg2kk .special-h-tag{color: rgba(143,189,215,1) ;}.tatsu-fqp0hleki24pg2kk.special-heading-wrap .vertical-divider{background: #d2d2d2;}<\/style><\/div><div  class=\"tatsu-module tatsu-text-block-wrap tatsu-fqp0hlekltbibasv\"><div class=\"tatsu-text-inner tatsu-align-center  clearfix\" ><style>.tatsu-fqp0hlekltbibasv.tatsu-text-block-wrap .tatsu-text-inner{width: 85%;text-align: left;}<\/style>\n<p style=\"text-align: center;\">Established in 2007, Gold Investment Management is an independent, registered portfolio manager serving clients in Alberta, British Columbia, Saskatchewan, Manitoba, Ontario, Quebec and Nova Scotia. Gold Investment Management also serves clients in the United States, where we are registered as an investment adviser with the U.S. Securities and Exchange Commission. The Professionals and Executives Program brings a disciplined, evidence-based approach to people with demanding careers and complex financial lives. As a discretionary manager bound by a fiduciary duty, we take responsibility for the day-to-day decisions in your portfolio \u2014 guided by your objectives, risk tolerance, time horizon, and circumstances \u2014 so you can focus on your career, your business, and your life.<\/p>\n<\/div><\/div><div class=\"tatsu-row-wrap  tatsu-row-has-one-half tatsu-row-has-three-cols tatsu-medium-gutter tatsu-reg-cols tatsu-inner-row-wrap  tatsu-clearfix tatsu-H1g7NzIPWGl\" ><div  class=\"tatsu-row\" ><div  class=\"tatsu-column  tatsu-bg-overlay tatsu-column-empty tatsu-one-fourth tatsu-column-image- tatsu-column-effect-  tatsu-B12VzIDZfx\"  data-parallax-speed=\"0\" style=\"\"><div class=\"tatsu-column-inner\" ><div class=\"tatsu-column-pad-wrap\"><div class=\"tatsu-column-pad\" ><\/div><\/div><div class = \"tatsu-column-bg-image-wrap\"><div class = \"tatsu-column-bg-image\" ><\/div><\/div><div class=\"tatsu-overlay tatsu-column-overlay tatsu-animate-none\" ><\/div><\/div><style>.tatsu-row > .tatsu-B12VzIDZfx.tatsu-column{width: 15%;}.tatsu-B12VzIDZfx.tatsu-column > .tatsu-column-inner > .tatsu-column-overlay{mix-blend-mode: normal;}.tatsu-B12VzIDZfx > .tatsu-column-inner > .tatsu-top-divider{z-index: 9999;}.tatsu-B12VzIDZfx > .tatsu-column-inner > .tatsu-bottom-divider{z-index: 9999;}.tatsu-B12VzIDZfx > .tatsu-column-inner > .tatsu-left-divider{z-index: 9999;}.tatsu-B12VzIDZfx > .tatsu-column-inner > .tatsu-right-divider{z-index: 9999;}@media only screen and (max-width:1377px) {.tatsu-row > .tatsu-B12VzIDZfx.tatsu-column{width: 25%;}}@media only screen and (min-width:768px) and (max-width: 1024px) {.tatsu-row > .tatsu-B12VzIDZfx.tatsu-column{width: 25%;}}@media only screen and (max-width: 767px) {.tatsu-row > .tatsu-B12VzIDZfx.tatsu-column{width: 100%;}}<\/style><\/div><div  class=\"tatsu-column  tatsu-bg-overlay tatsu-one-half tatsu-column-image- tatsu-column-effect-  tatsu-BJenNfLPbfl\"  data-parallax-speed=\"0\" style=\"\"><div class=\"tatsu-column-inner\" ><div class=\"tatsu-column-pad-wrap\"><div class=\"tatsu-column-pad\" ><div  class=\"process-style1 oshine-module  tatsu-SkXLoWIvWfx\"  data-col=\"1\" ><style>.tatsu-SkXLoWIvWfx .process-sep{background: #efefef;}<\/style><div  class=\"process-col  tatsu-SyIiWUDWGx align-center\" ><i class=\"font-icon\" ><\/i><div class=\"process-info\">\n<h5 style=\"line-height: 160%;\">Fiduciary duty and fee transparency<\/h5>\n<\/div><div class=\"process-sep\" style=\"top: 0px;\"><\/div><\/div><div  class=\"process-col  tatsu-SyeUjZLwbzx align-center\" ><i class=\"font-icon\" ><\/i><div class=\"process-info\">\n<h5 style=\"line-height: 160%;\">Disciplined, evidence-based portfolio management<\/h5>\n<\/div><div class=\"process-sep\" style=\"top: 0px;\"><\/div><style>.tatsu-SyeUjZLwbzx.process-col .font-icon{color: #8fbdd7 ;}<\/style><\/div><div  class=\"process-col  tatsu-rkWUjbIDWfl align-center\" ><i class=\"font-icon\" ><\/i><div class=\"process-info\">\n<h5 style=\"line-height: 160%;\">Holistic planning paired with high-touch, personal service<\/h5>\n<\/div><div class=\"process-sep\" style=\"top: 0px;\"><\/div><style>.tatsu-rkWUjbIDWfl.process-col .font-icon{color: #8fbdd7 ;}<\/style><\/div><\/div><\/div><\/div><div class = \"tatsu-column-bg-image-wrap\"><div class = \"tatsu-column-bg-image\" ><\/div><\/div><div class=\"tatsu-overlay tatsu-column-overlay tatsu-animate-none\" ><\/div><\/div><style>.tatsu-row > .tatsu-BJenNfLPbfl.tatsu-column{width: 70%;}.tatsu-BJenNfLPbfl.tatsu-column > .tatsu-column-inner > .tatsu-column-overlay{mix-blend-mode: normal;}.tatsu-BJenNfLPbfl > .tatsu-column-inner > .tatsu-top-divider{z-index: 9999;}.tatsu-BJenNfLPbfl > .tatsu-column-inner > .tatsu-bottom-divider{z-index: 9999;}.tatsu-BJenNfLPbfl > .tatsu-column-inner > .tatsu-left-divider{z-index: 9999;}.tatsu-BJenNfLPbfl > .tatsu-column-inner > .tatsu-right-divider{z-index: 9999;}@media only screen and (max-width:1377px) {.tatsu-row > .tatsu-BJenNfLPbfl.tatsu-column{width: 50%;}}@media only screen and (min-width:768px) and (max-width: 1024px) {.tatsu-row > .tatsu-BJenNfLPbfl.tatsu-column{width: 50%;}}@media only screen and (max-width: 767px) {.tatsu-row > .tatsu-BJenNfLPbfl.tatsu-column{width: 100%;}}<\/style><\/div><div  class=\"tatsu-column  tatsu-bg-overlay tatsu-column-empty tatsu-one-fourth tatsu-column-image- tatsu-column-effect-  tatsu-S1-hNfLwbze\"  data-parallax-speed=\"0\" style=\"\"><div class=\"tatsu-column-inner\" ><div class=\"tatsu-column-pad-wrap\"><div class=\"tatsu-column-pad\" ><\/div><\/div><div class = \"tatsu-column-bg-image-wrap\"><div class = \"tatsu-column-bg-image\" ><\/div><\/div><div class=\"tatsu-overlay tatsu-column-overlay tatsu-animate-none\" ><\/div><\/div><style>.tatsu-row > .tatsu-S1-hNfLwbze.tatsu-column{width: 15%;}.tatsu-S1-hNfLwbze.tatsu-column > .tatsu-column-inner > .tatsu-column-overlay{mix-blend-mode: normal;}.tatsu-S1-hNfLwbze > .tatsu-column-inner > .tatsu-top-divider{z-index: 9999;}.tatsu-S1-hNfLwbze > .tatsu-column-inner > .tatsu-bottom-divider{z-index: 9999;}.tatsu-S1-hNfLwbze > .tatsu-column-inner > .tatsu-left-divider{z-index: 9999;}.tatsu-S1-hNfLwbze > .tatsu-column-inner > .tatsu-right-divider{z-index: 9999;}@media only screen and (max-width:1377px) {.tatsu-row > .tatsu-S1-hNfLwbze.tatsu-column{width: 25%;}}@media only screen and (min-width:768px) and (max-width: 1024px) {.tatsu-row > .tatsu-S1-hNfLwbze.tatsu-column{width: 25%;}}@media only screen and (max-width: 767px) {.tatsu-row > .tatsu-S1-hNfLwbze.tatsu-column{width: 100%;}}<\/style><\/div><\/div><\/div><\/div><\/div><div class = \"tatsu-column-bg-image-wrap\"><div class = \"tatsu-column-bg-image\" ><\/div><\/div><\/div><style>.tatsu-row > .tatsu-fqp0hlekhw75jwg0.tatsu-column{width: 100%;}.tatsu-fqp0hlekhw75jwg0.tatsu-column > .tatsu-column-inner > .tatsu-column-overlay{mix-blend-mode: none;}.tatsu-fqp0hlekhw75jwg0 > .tatsu-column-inner > .tatsu-top-divider{z-index: 9999;}.tatsu-fqp0hlekhw75jwg0 > .tatsu-column-inner > .tatsu-bottom-divider{z-index: 9999;}.tatsu-fqp0hlekhw75jwg0 > .tatsu-column-inner > .tatsu-left-divider{z-index: 9999;}.tatsu-fqp0hlekhw75jwg0 > .tatsu-column-inner > .tatsu-right-divider{z-index: 9999;}<\/style><\/div><\/div><\/div><\/div><div class=\"tatsu-section-background-wrap\"><div class = \"tatsu-section-background\" ><\/div><\/div><style>.tatsu-fqp0hlekh2f6mfcj{border-width: 0px 0px px 0px;border-style: solid;}.tatsu-fqp0hlekh2f6mfcj .tatsu-section-pad{padding: 90px 0% 130px 0%;}.tatsu-fqp0hlekh2f6mfcj > .tatsu-bottom-divider{z-index: 9999;}.tatsu-fqp0hlekh2f6mfcj > .tatsu-top-divider{z-index: 9999;}<\/style><\/div><div  class=\"tatsu-r1JUeTxjr tatsu-section    tatsu-clearfix\" data-title=\"\"  data-headerscheme=\"background--light\"><div class='tatsu-section-pad clearfix' data-padding='{\"d\":\"0px 0% 20px 0%\"}' data-padding-top='0px'><div class=\"tatsu-row-wrap  tatsu-row-full-width tatsu-row-has-one-half tatsu-row-has-two-cols tatsu-zero-margin tatsu-custom-gutter tatsu-eq-cols tatsu-swap-cols  tatsu-clearfix tatsu-BkekIlalir\" ><div id = \"who-we-serve\" class=\"tatsu-row\" style=\"margin-left:10px;margin-right:10px;\"><div  class=\"tatsu-column  tatsu-one-half tatsu-column-align-middle tatsu-column-image-none tatsu-column-effect-none  tatsu-HkWyIepejr\"  data-parallax-speed=\"0\" style=\" padding:0 10px;\"><div class=\"tatsu-column-inner\" ><div class=\"tatsu-column-pad-wrap\"><div class=\"tatsu-column-pad\" ><div  class=\"special-heading-wrap style4  tatsu-SJGJUlTgjS oshine-module\" ><div class=\"vertical-divider top\"><\/div><div class=\"special-heading\"><h3 class=\"special-h-tag\" >Who We Serve<\/h3><\/div><style>.tatsu-SJGJUlTgjS .special-h-tag{color: rgba(13,24,32,1) ;}.tatsu-SJGJUlTgjS.special-heading-wrap .vertical-divider{background: #d2d2d2;}<\/style><\/div><div  class=\"tatsu-module tatsu-text-block-wrap tatsu-HJZDgaxiB\"><div class=\"tatsu-text-inner tatsu-align-center  clearfix\" ><style>.tatsu-HJZDgaxiB.tatsu-text-block-wrap .tatsu-text-inner{width: 100%;text-align: left;}@media only screen and (max-width: 767px) {.tatsu-HJZDgaxiB.tatsu-text-block-wrap .tatsu-text-inner{width: 100%;}}<\/style>\n<p class=\"p1\">We work with clients at every stage of their career and wealth journey:<\/p>\n<ul class=\"ul1\">\n<li class=\"li2\">Early-career professionals \u2014 building strong habits and a tax-efficient foundation as income and savings begin to grow.<\/li>\n<li class=\"li2\">Mid-career builders \u2014 balancing competing priorities: family, property, education, and accelerating retirement savings.<\/li>\n<li class=\"li2\">Senior executives \u2014 managing equity compensation, deferred income, concentrated positions, and complex tax exposure.<\/li>\n<li class=\"li2\">Pre- and post-retirement \u2014 converting a career\u2019s worth of savings into durable, tax-efficient income that lasts.<\/li>\n<li class=\"li3\">Founders and entrepreneurs \u2014 from early-stage builders to those who have realized significant liquidity and are now stewarding lasting wealth.<\/li>\n<\/ul>\n<\/div><\/div><\/div><\/div><div class = \"tatsu-column-bg-image-wrap\"><div class = \"tatsu-column-bg-image\" ><\/div><\/div><\/div><style>.tatsu-row > .tatsu-HkWyIepejr.tatsu-column{width: 50%;}.tatsu-HkWyIepejr.tatsu-column > .tatsu-column-inner{background-color: #ffffff;}.tatsu-HkWyIepejr.tatsu-column > .tatsu-column-inner > .tatsu-column-pad-wrap > .tatsu-column-pad{padding: 20% 15% 20% 15%;}.tatsu-HkWyIepejr.tatsu-column > .tatsu-column-inner > .tatsu-column-overlay{mix-blend-mode: none;}.tatsu-HkWyIepejr > .tatsu-column-inner > .tatsu-top-divider{z-index: 9999;}.tatsu-HkWyIepejr > .tatsu-column-inner > .tatsu-bottom-divider{z-index: 9999;}.tatsu-HkWyIepejr > .tatsu-column-inner > .tatsu-left-divider{z-index: 9999;}.tatsu-HkWyIepejr > .tatsu-column-inner > .tatsu-right-divider{z-index: 9999;}@media only screen and (max-width: 767px) {.tatsu-row > .tatsu-HkWyIepejr.tatsu-column{width: 100%;}}<\/style><\/div><div  class=\"tatsu-column  tatsu-column-empty tatsu-one-half tatsu-column-align-middle tatsu-column-image-none tatsu-column-effect-none  tatsu-HJukIepxir\"  data-parallax-speed=\"0\" style=\" padding:0 10px;\"><div class=\"tatsu-column-inner\" ><div class=\"tatsu-column-pad-wrap\"><div class=\"tatsu-column-pad\" ><\/div><\/div><div class = \"tatsu-column-bg-image-wrap\"><div class = \"tatsu-column-bg-image\" ><\/div><\/div><\/div><style>.tatsu-row > .tatsu-HJukIepxir.tatsu-column{width: 50%;}.tatsu-HJukIepxir.tatsu-column > .tatsu-column-inner > .tatsu-column-bg-image-wrap > .tatsu-column-bg-image{background-image: url(https:\/\/gold-im.com\/wp-content\/uploads\/2019\/11\/photo-1507679799987-c73779587ccf.jpeg);background-repeat: no-repeat;background-attachment: scroll;background-position: center center;background-size: cover;}.tatsu-HJukIepxir.tatsu-column > .tatsu-column-inner > .tatsu-bg-blur{background-repeat: no-repeat;background-attachment: scroll;background-position: center center;background-size: cover;}.tatsu-HJukIepxir.tatsu-column > .tatsu-column-inner > .tatsu-column-pad-wrap > .tatsu-column-pad{padding: 0% 0% 0% 0%;}.tatsu-HJukIepxir.tatsu-column > .tatsu-column-inner > .tatsu-column-overlay{mix-blend-mode: none;}.tatsu-HJukIepxir > .tatsu-column-inner > .tatsu-top-divider{z-index: 9999;}.tatsu-HJukIepxir > .tatsu-column-inner > .tatsu-bottom-divider{z-index: 9999;}.tatsu-HJukIepxir > .tatsu-column-inner > .tatsu-left-divider{z-index: 9999;}.tatsu-HJukIepxir > .tatsu-column-inner > .tatsu-right-divider{z-index: 9999;}@media only screen and (max-width: 767px) {.tatsu-row > .tatsu-HJukIepxir.tatsu-column{width: 100%;}}<\/style><\/div><\/div><\/div><\/div><div class=\"tatsu-section-background-wrap\"><div class = \"tatsu-section-background\" ><\/div><\/div><style>.tatsu-r1JUeTxjr{border-width: 0px 0px px 0px;border-style: solid;}.tatsu-r1JUeTxjr .tatsu-section-pad{padding: 0px 0% 20px 0%;}.tatsu-r1JUeTxjr > .tatsu-bottom-divider{z-index: 9999;}.tatsu-r1JUeTxjr > .tatsu-top-divider{z-index: 9999;}<\/style><\/div><div id=\"guiding-principles\" class=\"tatsu-S1WRv5axsS tatsu-section    tatsu-clearfix\" data-title=\"\"  data-headerscheme=\"background--dark\"><div class='tatsu-section-pad clearfix' data-padding='{\"d\":\"10% 0px 10% 0px\"}' data-padding-top='10%'><div class=\"tatsu-row-wrap  tatsu-wrap tatsu-row-one-col tatsu-row-has-one-cols tatsu-medium-gutter tatsu-reg-cols  tatsu-clearfix tatsu-SyxNK3pxir\" ><div  class=\"tatsu-row\" ><div  class=\"tatsu-column  tatsu-column-no-bg tatsu-one-col tatsu-column-image-none tatsu-column-effect-none  tatsu-r1EF36eiH\"  data-parallax-speed=\"0\" style=\"\"><div class=\"tatsu-column-inner\" ><div class=\"tatsu-column-pad-wrap\"><div class=\"tatsu-column-pad\" ><div  class=\"special-heading-wrap style4  tatsu-rko4AaloS oshine-module\" ><div class=\"special-heading\"><h3 class=\"special-h-tag\" >Nos Principes Directeurs<\/h3><\/div><div class=\"vertical-divider bottom\" ><\/div><style>.tatsu-rko4AaloS .special-h-tag{color: rgba(13,24,32,1) ;}.tatsu-rko4AaloS.special-heading-wrap .vertical-divider{background: rgba(210,210,210,1);}<\/style><\/div><\/div><\/div><div class = \"tatsu-column-bg-image-wrap\"><div class = \"tatsu-column-bg-image\" ><\/div><\/div><\/div><style>.tatsu-row > .tatsu-r1EF36eiH.tatsu-column{width: 100%;}.tatsu-r1EF36eiH.tatsu-column > .tatsu-column-inner > .tatsu-column-overlay{mix-blend-mode: none;}.tatsu-r1EF36eiH > .tatsu-column-inner > .tatsu-top-divider{z-index: 9999;}.tatsu-r1EF36eiH > .tatsu-column-inner > .tatsu-bottom-divider{z-index: 9999;}.tatsu-r1EF36eiH > .tatsu-column-inner > .tatsu-left-divider{z-index: 9999;}.tatsu-r1EF36eiH > .tatsu-column-inner > .tatsu-right-divider{z-index: 9999;}@media only screen and (max-width:1377px) {.tatsu-row > .tatsu-r1EF36eiH.tatsu-column{width: 100%;}}@media only screen and (min-width:768px) and (max-width: 1024px) {.tatsu-row > .tatsu-r1EF36eiH.tatsu-column{width: 100%;}}@media only screen and (max-width: 767px) {.tatsu-row > .tatsu-r1EF36eiH.tatsu-column{width: 100%;}}<\/style><\/div><\/div><\/div><div class=\"tatsu-row-wrap  tatsu-wrap tatsu-row-has-three-cols tatsu-medium-gutter tatsu-eq-cols  tatsu-clearfix tatsu-Bkl0P9Txjr\" ><div  class=\"tatsu-row\" ><div  class=\"tatsu-column  tatsu-column-no-bg tatsu-one-third tatsu-column-image-none tatsu-column-effect-none  tatsu-BkPi5plsr\"  data-parallax-speed=\"0\" style=\"\"><div class=\"tatsu-column-inner\" ><div class=\"tatsu-column-pad-wrap\"><div class=\"tatsu-column-pad\" ><div  class=\"tatsu-module tatsu-text-block-wrap tatsu-rJYIYXLbMe\"><div class=\"tatsu-text-inner tatsu-align-center  clearfix\" ><style>.tatsu-rJYIYXLbMe.tatsu-text-block-wrap .tatsu-text-inner{width: 100%;text-align: left;}<\/style>\n<h2 style=\"color: #8fbdd7; text-align: left;\">Int\u00e9grit\u00e9<\/h2>\n<p>We are proud to employ Chartered Financial Analysts (CFA) and Chartered Investment Managers (CIM) to act, always, in your best interest \u2014 providing independent advice, free of bias.<\/p>\n<\/div><\/div><\/div><\/div><div class = \"tatsu-column-bg-image-wrap\"><div class = \"tatsu-column-bg-image\" ><\/div><\/div><\/div><style>.tatsu-row > .tatsu-BkPi5plsr.tatsu-column{width: 33.33%;}.tatsu-BkPi5plsr.tatsu-column > .tatsu-column-inner > .tatsu-column-overlay{mix-blend-mode: none;}.tatsu-BkPi5plsr > .tatsu-column-inner > .tatsu-top-divider{z-index: 9999;}.tatsu-BkPi5plsr > .tatsu-column-inner > .tatsu-bottom-divider{z-index: 9999;}.tatsu-BkPi5plsr > .tatsu-column-inner > .tatsu-left-divider{z-index: 9999;}.tatsu-BkPi5plsr > .tatsu-column-inner > .tatsu-right-divider{z-index: 9999;}@media only screen and (max-width:1377px) {.tatsu-row > .tatsu-BkPi5plsr.tatsu-column{width: 33.33%;}}@media only screen and (min-width:768px) and (max-width: 1024px) {.tatsu-row > .tatsu-BkPi5plsr.tatsu-column{width: 33.33%;}}@media only screen and (max-width: 767px) {.tatsu-row > .tatsu-BkPi5plsr.tatsu-column{width: 100%;}}<\/style><\/div><div  class=\"tatsu-column  tatsu-column-no-bg tatsu-one-third tatsu-column-image-none tatsu-column-effect-none  tatsu-B1xPs5TesB\"  data-parallax-speed=\"0\" style=\"\"><div class=\"tatsu-column-inner\" ><div class=\"tatsu-column-pad-wrap\"><div class=\"tatsu-column-pad\" ><div  class=\"tatsu-module tatsu-text-block-wrap tatsu-Hk2IFm8Zzg\"><div class=\"tatsu-text-inner tatsu-align-center  clearfix\" ><style>.tatsu-Hk2IFm8Zzg.tatsu-text-block-wrap .tatsu-text-inner{width: 100%;text-align: left;}<\/style>\n<h2 style=\"color: #8fbdd7; text-align: left;\">Discipline<\/h2>\n<p>We begin with an Investment Policy Statement, then make deliberate decisions on asset allocation, sector selection and credit cycle, and apply tactical adjustments to manage volatility and restore balance.<\/p>\n<\/div><\/div><\/div><\/div><div class = \"tatsu-column-bg-image-wrap\"><div class = \"tatsu-column-bg-image\" ><\/div><\/div><\/div><style>.tatsu-row > .tatsu-B1xPs5TesB.tatsu-column{width: 33.33%;}.tatsu-B1xPs5TesB.tatsu-column > .tatsu-column-inner > .tatsu-column-overlay{mix-blend-mode: none;}.tatsu-B1xPs5TesB > .tatsu-column-inner > .tatsu-top-divider{z-index: 9999;}.tatsu-B1xPs5TesB > .tatsu-column-inner > .tatsu-bottom-divider{z-index: 9999;}.tatsu-B1xPs5TesB > .tatsu-column-inner > .tatsu-left-divider{z-index: 9999;}.tatsu-B1xPs5TesB > .tatsu-column-inner > .tatsu-right-divider{z-index: 9999;}@media only screen and (max-width:1377px) {.tatsu-row > .tatsu-B1xPs5TesB.tatsu-column{width: 33.33%;}}@media only screen and (min-width:768px) and (max-width: 1024px) {.tatsu-row > .tatsu-B1xPs5TesB.tatsu-column{width: 33.33%;}}@media only screen and (max-width: 767px) {.tatsu-row > .tatsu-B1xPs5TesB.tatsu-column{width: 100%;}}<\/style><\/div><div  class=\"tatsu-column  tatsu-column-no-bg tatsu-one-third tatsu-column-image-none tatsu-column-effect-none  tatsu-r1ZDs96esH\"  data-parallax-speed=\"0\" style=\"\"><div class=\"tatsu-column-inner\" ><div class=\"tatsu-column-pad-wrap\"><div class=\"tatsu-column-pad\" ><div  class=\"tatsu-module tatsu-text-block-wrap tatsu-BJkwt7IbMx\"><div class=\"tatsu-text-inner tatsu-align-center  clearfix\" ><style>.tatsu-BJkwt7IbMx.tatsu-text-block-wrap .tatsu-text-inner{width: 100%;text-align: left;}<\/style>\n<h2 style=\"color: #8fbdd7; text-align: left;\">R\u00e9sultats<\/h2>\n<p>We employ a disciplined, tax-efficient approach in pursuit of competitive, repeatable results.<\/p>\n<\/div><\/div><\/div><\/div><div class = \"tatsu-column-bg-image-wrap\"><div class = \"tatsu-column-bg-image\" ><\/div><\/div><\/div><style>.tatsu-row > .tatsu-r1ZDs96esH.tatsu-column{width: 33.33%;}.tatsu-r1ZDs96esH.tatsu-column > .tatsu-column-inner > .tatsu-column-overlay{mix-blend-mode: none;}.tatsu-r1ZDs96esH > .tatsu-column-inner > .tatsu-top-divider{z-index: 9999;}.tatsu-r1ZDs96esH > .tatsu-column-inner > .tatsu-bottom-divider{z-index: 9999;}.tatsu-r1ZDs96esH > .tatsu-column-inner > .tatsu-left-divider{z-index: 9999;}.tatsu-r1ZDs96esH > .tatsu-column-inner > .tatsu-right-divider{z-index: 9999;}@media only screen and (max-width:1377px) {.tatsu-row > .tatsu-r1ZDs96esH.tatsu-column{width: 33.33%;}}@media only screen and (min-width:768px) and (max-width: 1024px) {.tatsu-row > .tatsu-r1ZDs96esH.tatsu-column{width: 33.33%;}}@media only screen and (max-width: 767px) {.tatsu-row > .tatsu-r1ZDs96esH.tatsu-column{width: 100%;}}<\/style><\/div><\/div><\/div><\/div><div class=\"tatsu-section-background-wrap\"><div class = \"tatsu-section-background\" ><\/div><\/div><style>.tatsu-S1WRv5axsS .tatsu-section-pad{padding: 10% 0px 10% 0px;}.tatsu-S1WRv5axsS > .tatsu-bottom-divider{z-index: 9999;}.tatsu-S1WRv5axsS > .tatsu-top-divider{z-index: 9999;}<\/style><\/div><div id=\"credentials\" class=\"tatsu-BJBTGELZGg tatsu-section  tatsu-bg-overlay   tatsu-clearfix\" data-title=\"\"  data-headerscheme=\"background--dark\"><div class='tatsu-section-pad clearfix' data-padding='{\"d\":\"10% 0% 10% 0%\"}' data-padding-top='10%'><div class=\"tatsu-row-wrap  tatsu-row-full-width tatsu-row-one-col tatsu-row-has-one-cols tatsu-medium-gutter tatsu-reg-cols  tatsu-clearfix tatsu-HylrafEL-ze\" ><div  class=\"tatsu-row\" ><div  class=\"tatsu-column  tatsu-column-no-bg tatsu-one-col tatsu-column-image-none tatsu-column-effect-none  tatsu-SyZSafVU-Ml\"  data-parallax-speed=\"0\" style=\"\"><div class=\"tatsu-column-inner\" ><div class=\"tatsu-column-pad-wrap\"><div class=\"tatsu-column-pad\" ><div  class=\"tatsu-module tatsu-text-block-wrap tatsu-SkMHTz4Lbzg\"><div class=\"tatsu-text-inner tatsu-align-center  clearfix\" ><style>.tatsu-SkMHTz4Lbzg.tatsu-text-block-wrap .tatsu-text-inner{width: 100%;text-align: left;}.tatsu-SkMHTz4Lbzg.tatsu-text-block-wrap{margin: 20px 0px 20px 0px;}<\/style>\n<h3 style=\"text-align: center; color: white;\">Standard of Care<\/h3>\n<\/div><\/div><div  class=\"tatsu-module tatsu-text-block-wrap tatsu-rJmSazNUZGe\"><div class=\"tatsu-text-inner tatsu-align-center  clearfix\" ><style>.tatsu-rJmSazNUZGe.tatsu-text-block-wrap .tatsu-text-inner{width: 100%;text-align: left;}.tatsu-rJmSazNUZGe.tatsu-text-block-wrap{margin: 20px 0px 20px 0px;}<\/style>\n<div style=\"max-width: 750px; margin: 0 auto;\">\n<p style=\"text-align: center; color: rgba(255,255,255, 1);\">Professionals and executives are held to the highest standards in their fields, and they should expect the same of their advisors. As a registered portfolio manager, both our firm and our advisors are overseen by provincial securities commissions and owe you a fiduciary duty \u2014 a legal obligation to act with care, honesty, and good faith, always in your best interest. We are proud to employ Chartered Financial Analysts (CFA) and Chartered Investment Managers (CIM), and our team holds the following degrees and designations: B.Comm., B.Sc. (Honours), MBA, CFA, CIM, DMS, and FCSI.<\/p>\n<\/div>\n<\/div><\/div><\/div><\/div><div class = \"tatsu-column-bg-image-wrap\"><div class = \"tatsu-column-bg-image\" ><\/div><\/div><\/div><style>.tatsu-row > .tatsu-SyZSafVU-Ml.tatsu-column{width: 100%;}.tatsu-SyZSafVU-Ml.tatsu-column > .tatsu-column-inner > .tatsu-column-overlay{mix-blend-mode: none;}.tatsu-SyZSafVU-Ml > .tatsu-column-inner > .tatsu-top-divider{z-index: 9999;}.tatsu-SyZSafVU-Ml > .tatsu-column-inner > .tatsu-bottom-divider{z-index: 9999;}.tatsu-SyZSafVU-Ml > .tatsu-column-inner > .tatsu-left-divider{z-index: 9999;}.tatsu-SyZSafVU-Ml > .tatsu-column-inner > .tatsu-right-divider{z-index: 9999;}<\/style><\/div><\/div><\/div><\/div><div class=\"tatsu-section-background-wrap\"><div class = \"tatsu-section-background\" ><\/div><\/div><div class=\"tatsu-overlay tatsu-section-overlay\"><\/div><style>.tatsu-BJBTGELZGg.tatsu-section{background-color: rgba(0,0,0,1);}.tatsu-BJBTGELZGg .tatsu-section-background{background-image: url(https:\/\/gold-im.com\/wp-content\/uploads\/2019\/12\/homegallery4.jpeg);background-repeat: no-repeat;background-attachment: scroll;background-position: center center;background-size: cover;}.tatsu-BJBTGELZGg .tatsu-bg-blur{background-repeat: no-repeat;background-attachment: scroll;background-position: center center;background-size: cover;}.tatsu-BJBTGELZGg{border-width: 0px 0px px 0px;border-style: solid;}.tatsu-BJBTGELZGg .tatsu-section-pad{padding: 10% 0% 10% 0%;}.tatsu-BJBTGELZGg > .tatsu-bottom-divider{z-index: 9999;}.tatsu-BJBTGELZGg > .tatsu-top-divider{z-index: 9999;}.tatsu-BJBTGELZGg .tatsu-section-overlay{background: rgba(0,0,0,0.51);mix-blend-mode: normal;}<\/style><\/div><div id=\"approach\" class=\"tatsu-BJw5jm8Zze tatsu-section    tatsu-clearfix\" data-title=\"\"  data-headerscheme=\"background--dark\"><div class='tatsu-section-pad clearfix' data-padding='{\"d\":\"10% 0px 10% 0px\"}' data-padding-top='10%'><div class=\"tatsu-row-wrap  tatsu-wrap tatsu-row-one-col tatsu-row-has-one-cols tatsu-medium-gutter tatsu-reg-cols  tatsu-clearfix tatsu-rklPqj7LWfx\" ><div  class=\"tatsu-row\" ><div  class=\"tatsu-column  tatsu-column-no-bg tatsu-one-col tatsu-column-image-none tatsu-column-effect-none  tatsu-BJWv5omLbGe\"  data-parallax-speed=\"0\" style=\"\"><div class=\"tatsu-column-inner\" ><div class=\"tatsu-column-pad-wrap\"><div class=\"tatsu-column-pad\" ><div  class=\"special-heading-wrap style4  tatsu-rkGD5omI-zl oshine-module\" ><div class=\"special-heading\"><h3 class=\"special-h-tag\" >A Three-Part Approach<\/h3><\/div><div class=\"vertical-divider bottom\" ><\/div><style>.tatsu-rkGD5omI-zl .special-h-tag{color: rgba(13,24,32,1) ;}.tatsu-rkGD5omI-zl.special-heading-wrap .vertical-divider{background: rgba(210,210,210,1);}<\/style><\/div><\/div><\/div><div class = \"tatsu-column-bg-image-wrap\"><div class = \"tatsu-column-bg-image\" ><\/div><\/div><\/div><style>.tatsu-row > .tatsu-BJWv5omLbGe.tatsu-column{width: 100%;}.tatsu-BJWv5omLbGe.tatsu-column > .tatsu-column-inner > .tatsu-column-overlay{mix-blend-mode: none;}.tatsu-BJWv5omLbGe > .tatsu-column-inner > .tatsu-top-divider{z-index: 9999;}.tatsu-BJWv5omLbGe > .tatsu-column-inner > .tatsu-bottom-divider{z-index: 9999;}.tatsu-BJWv5omLbGe > .tatsu-column-inner > .tatsu-left-divider{z-index: 9999;}.tatsu-BJWv5omLbGe > .tatsu-column-inner > .tatsu-right-divider{z-index: 9999;}@media only screen and (max-width:1377px) {.tatsu-row > .tatsu-BJWv5omLbGe.tatsu-column{width: 100%;}}@media only screen and (min-width:768px) and (max-width: 1024px) {.tatsu-row > .tatsu-BJWv5omLbGe.tatsu-column{width: 100%;}}@media only screen and (max-width: 767px) {.tatsu-row > .tatsu-BJWv5omLbGe.tatsu-column{width: 100%;}}<\/style><\/div><\/div><\/div><div class=\"tatsu-row-wrap  tatsu-wrap tatsu-row-has-three-cols tatsu-medium-gutter tatsu-eq-cols  tatsu-clearfix tatsu-BkXD5i7UZfx\" ><div  class=\"tatsu-row\" ><div  class=\"tatsu-column  tatsu-column-no-bg tatsu-one-third tatsu-column-image-none tatsu-column-effect-none  tatsu-SkEwcjX8ZGg\"  data-parallax-speed=\"0\" style=\"\"><div class=\"tatsu-column-inner\" ><div class=\"tatsu-column-pad-wrap\"><div class=\"tatsu-column-pad\" ><div  class=\"tatsu-module tatsu-text-block-wrap tatsu-Hkrv5oX8bfx\"><div class=\"tatsu-text-inner tatsu-align-center  clearfix\" ><style>.tatsu-Hkrv5oX8bfx.tatsu-text-block-wrap .tatsu-text-inner{width: 100%;text-align: left;}<\/style>\n<h2 style=\"color: #8fbdd7; text-align: left;\">Investment Management<\/h2>\n<p>We construct and manage your portfolio on a discretionary basis, measuring your capacity and tolerance for risk and selecting a suitable asset mix using low-cost, tax-efficient ETFs \u2014 and direct equity and fixed income instruments if account size permits. Holdings are monitored continuously and rebalanced as markets move, keeping your portfolio aligned with the strategy set out in your Investment Policy Statement. Our discipline is simple and repeatable: a low-cost focus, a systematic process, and evidence-based decisions.<\/p>\n<\/div><\/div><\/div><\/div><div class = \"tatsu-column-bg-image-wrap\"><div class = \"tatsu-column-bg-image\" ><\/div><\/div><\/div><style>.tatsu-row > .tatsu-SkEwcjX8ZGg.tatsu-column{width: 33.33%;}.tatsu-SkEwcjX8ZGg.tatsu-column > .tatsu-column-inner > .tatsu-column-overlay{mix-blend-mode: none;}.tatsu-SkEwcjX8ZGg > .tatsu-column-inner > .tatsu-top-divider{z-index: 9999;}.tatsu-SkEwcjX8ZGg > .tatsu-column-inner > .tatsu-bottom-divider{z-index: 9999;}.tatsu-SkEwcjX8ZGg > .tatsu-column-inner > .tatsu-left-divider{z-index: 9999;}.tatsu-SkEwcjX8ZGg > .tatsu-column-inner > .tatsu-right-divider{z-index: 9999;}@media only screen and (max-width:1377px) {.tatsu-row > .tatsu-SkEwcjX8ZGg.tatsu-column{width: 33.33%;}}@media only screen and (min-width:768px) and (max-width: 1024px) {.tatsu-row > .tatsu-SkEwcjX8ZGg.tatsu-column{width: 33.33%;}}@media only screen and (max-width: 767px) {.tatsu-row > .tatsu-SkEwcjX8ZGg.tatsu-column{width: 100%;}}<\/style><\/div><div  class=\"tatsu-column  tatsu-column-no-bg tatsu-one-third tatsu-column-image-none tatsu-column-effect-none  tatsu-Hy8PcoQL-Ml\"  data-parallax-speed=\"0\" style=\"\"><div class=\"tatsu-column-inner\" ><div class=\"tatsu-column-pad-wrap\"><div class=\"tatsu-column-pad\" ><div  class=\"tatsu-module tatsu-text-block-wrap tatsu-BkvPqo7U-Gx\"><div class=\"tatsu-text-inner tatsu-align-center  clearfix\" ><style>.tatsu-BkvPqo7U-Gx.tatsu-text-block-wrap .tatsu-text-inner{width: 100%;text-align: left;}<\/style>\n<h2 style=\"color: #8fbdd7; text-align: left;\">Planification financi\u00e8re compl\u00e8te<\/h2>\n<p>Planning means understanding where you are, where you want to be, and how to get there. We provide a financial plan together with the ongoing accountability to keep you on track \u2014 and when circumstances change, we adjust the plan with you.<\/p>\n<\/div><\/div><\/div><\/div><div class = \"tatsu-column-bg-image-wrap\"><div class = \"tatsu-column-bg-image\" ><\/div><\/div><\/div><style>.tatsu-row > .tatsu-Hy8PcoQL-Ml.tatsu-column{width: 33.33%;}.tatsu-Hy8PcoQL-Ml.tatsu-column > .tatsu-column-inner > .tatsu-column-overlay{mix-blend-mode: none;}.tatsu-Hy8PcoQL-Ml > .tatsu-column-inner > .tatsu-top-divider{z-index: 9999;}.tatsu-Hy8PcoQL-Ml > .tatsu-column-inner > .tatsu-bottom-divider{z-index: 9999;}.tatsu-Hy8PcoQL-Ml > .tatsu-column-inner > .tatsu-left-divider{z-index: 9999;}.tatsu-Hy8PcoQL-Ml > .tatsu-column-inner > .tatsu-right-divider{z-index: 9999;}@media only screen and (max-width:1377px) {.tatsu-row > .tatsu-Hy8PcoQL-Ml.tatsu-column{width: 33.33%;}}@media only screen and (min-width:768px) and (max-width: 1024px) {.tatsu-row > .tatsu-Hy8PcoQL-Ml.tatsu-column{width: 33.33%;}}@media only screen and (max-width: 767px) {.tatsu-row > .tatsu-Hy8PcoQL-Ml.tatsu-column{width: 100%;}}<\/style><\/div><div  class=\"tatsu-column  tatsu-column-no-bg tatsu-one-third tatsu-column-image-none tatsu-column-effect-none  tatsu-ryODqsmIWfl\"  data-parallax-speed=\"0\" style=\"\"><div class=\"tatsu-column-inner\" ><div class=\"tatsu-column-pad-wrap\"><div class=\"tatsu-column-pad\" ><div  class=\"tatsu-module tatsu-text-block-wrap tatsu-SytP9sX8Zzx\"><div class=\"tatsu-text-inner tatsu-align-center  clearfix\" ><style>.tatsu-SytP9sX8Zzx.tatsu-text-block-wrap .tatsu-text-inner{width: 100%;text-align: left;}<\/style>\n<h2 style=\"color: #8fbdd7; text-align: left;\">Client<br \/>Education<\/h2>\n<p>The better our clients understand their plan, the better the decisions they make. Our portfolio managers keep clients informed through a quarterly investment letter, regular market commentary, and direct conversation \u2014 holding ourselves to the same standard of staying current that our clients meet every day in their own fields.<\/p>\n<\/div><\/div><\/div><\/div><div class = \"tatsu-column-bg-image-wrap\"><div class = \"tatsu-column-bg-image\" ><\/div><\/div><\/div><style>.tatsu-row > .tatsu-ryODqsmIWfl.tatsu-column{width: 33.33%;}.tatsu-ryODqsmIWfl.tatsu-column > .tatsu-column-inner > .tatsu-column-overlay{mix-blend-mode: none;}.tatsu-ryODqsmIWfl > .tatsu-column-inner > .tatsu-top-divider{z-index: 9999;}.tatsu-ryODqsmIWfl > .tatsu-column-inner > .tatsu-bottom-divider{z-index: 9999;}.tatsu-ryODqsmIWfl > .tatsu-column-inner > .tatsu-left-divider{z-index: 9999;}.tatsu-ryODqsmIWfl > .tatsu-column-inner > .tatsu-right-divider{z-index: 9999;}@media only screen and (max-width:1377px) {.tatsu-row > .tatsu-ryODqsmIWfl.tatsu-column{width: 33.33%;}}@media only screen and (min-width:768px) and (max-width: 1024px) {.tatsu-row > .tatsu-ryODqsmIWfl.tatsu-column{width: 33.33%;}}@media only screen and (max-width: 767px) {.tatsu-row > .tatsu-ryODqsmIWfl.tatsu-column{width: 100%;}}<\/style><\/div><\/div><\/div><\/div><div class=\"tatsu-section-background-wrap\"><div class = \"tatsu-section-background\" ><\/div><\/div><style>.tatsu-BJw5jm8Zze .tatsu-section-pad{padding: 10% 0px 10% 0px;}.tatsu-BJw5jm8Zze > .tatsu-bottom-divider{z-index: 9999;}.tatsu-BJw5jm8Zze > .tatsu-top-divider{z-index: 9999;}<\/style><\/div><div id=\"investment-philosophy\" class=\"tatsu-idzwqk9dm4fizkdw tatsu-section  tatsu-bg-overlay   tatsu-clearfix\" data-title=\"\"  data-headerscheme=\"background--dark\"><div class='tatsu-section-pad clearfix' data-padding='{\"d\":\"150px 0% 150px 0%\"}' data-padding-top='150px'><div class=\"tatsu-row-wrap  tatsu-wrap tatsu-row-one-col tatsu-row-has-one-cols tatsu-medium-gutter tatsu-reg-cols  tatsu-clearfix tatsu-idzwqk9do42jxobn\" ><div  class=\"tatsu-row\" ><div  class=\"tatsu-column  tatsu-column-no-bg tatsu-one-col tatsu-column-image-none tatsu-column-effect-none  tatsu-idzwqk9dqidgdo29\"  data-parallax-speed=\"0\" style=\"\"><div class=\"tatsu-column-inner\" ><div class=\"tatsu-column-pad-wrap\"><div class=\"tatsu-column-pad\" ><div  class=\"tatsu-module tatsu-text-block-wrap tatsu-idzwqk9ds452xnn5\"><div class=\"tatsu-text-inner tatsu-align-center  clearfix\" ><style>.tatsu-idzwqk9ds452xnn5.tatsu-text-block-wrap .tatsu-text-inner{width: 100%;text-align: left;}.tatsu-idzwqk9ds452xnn5.tatsu-text-block-wrap{margin: 0px 0px 10px 0px;}<\/style>\n<h2 style=\"color: white;\">Philosophie d\u2019investissement<\/h2>\n<\/div><\/div><div  class=\"tatsu-module tatsu-divider-wrap  tatsu-idzwqk9dtwe8mxum\"  ><style>.tatsu-idzwqk9dtwe8mxum .tatsu-divider{height: 1px;width: 5%;background: rgba(239,239,239,0.5);}.tatsu-idzwqk9dtwe8mxum.tatsu-divider-wrap{text-align: left;}<\/style><hr class=\"tatsu-divider\"\/><\/div><\/div><\/div><div class = \"tatsu-column-bg-image-wrap\"><div class = \"tatsu-column-bg-image\" ><\/div><\/div><\/div><style>.tatsu-row > .tatsu-idzwqk9dqidgdo29.tatsu-column{width: 100%;}.tatsu-idzwqk9dqidgdo29.tatsu-column > .tatsu-column-inner > .tatsu-column-overlay{mix-blend-mode: none;}.tatsu-idzwqk9dqidgdo29 > .tatsu-column-inner > .tatsu-top-divider{z-index: 9999;}.tatsu-idzwqk9dqidgdo29 > .tatsu-column-inner > .tatsu-bottom-divider{z-index: 9999;}.tatsu-idzwqk9dqidgdo29 > .tatsu-column-inner > .tatsu-left-divider{z-index: 9999;}.tatsu-idzwqk9dqidgdo29 > .tatsu-column-inner > .tatsu-right-divider{z-index: 9999;}@media only screen and (max-width:1377px) {.tatsu-row > .tatsu-idzwqk9dqidgdo29.tatsu-column{width: 100%;}}@media only screen and (min-width:768px) and (max-width: 1024px) {.tatsu-row > .tatsu-idzwqk9dqidgdo29.tatsu-column{width: 100%;}}@media only screen and (max-width: 767px) {.tatsu-row > .tatsu-idzwqk9dqidgdo29.tatsu-column{width: 100%;}}<\/style><\/div><\/div><\/div><div class=\"tatsu-row-wrap  tatsu-wrap tatsu-row-has-four-cols tatsu-medium-gutter tatsu-reg-cols  tatsu-clearfix tatsu-idzwqk9dv5fj79a7\" ><div  class=\"tatsu-row\" ><div  class=\"tatsu-column  tatsu-column-no-bg tatsu-one-fourth tatsu-column-image-none tatsu-column-effect-none  tatsu-BJNqeEU-Gl\"  data-parallax-speed=\"0\" style=\"\"><div class=\"tatsu-column-inner\" ><div class=\"tatsu-column-pad-wrap\"><div class=\"tatsu-column-pad\" ><div  class=\"tatsu-module tatsu-text-block-wrap tatsu-idzwqk9dywcdbqtv\"><div class=\"tatsu-text-inner tatsu-align-center  clearfix\" ><style>.tatsu-idzwqk9dywcdbqtv.tatsu-text-block-wrap .tatsu-text-inner{text-align: left;}.tatsu-idzwqk9dywcdbqtv.tatsu-text-block-wrap{margin: 25px 0px 25px 0px;}<\/style>\n<h6 style=\"line-height: 175% !important; margin-bottom: 20px;\"><span style=\"color: #ffffff;\">Strat\u00e9gie Passive<\/span><\/h6>\n<p><span style=\"color: #ffffff;\">Low-cost exchange-traded funds (ETFs) and\/or direct equity and fixed income across multiple asset classes and broad geographic diversification, with attention to tax efficiency and low trading costs. <\/span><\/p>\n<\/div><\/div><\/div><\/div><div class = \"tatsu-column-bg-image-wrap\"><div class = \"tatsu-column-bg-image\" ><\/div><\/div><\/div><style>.tatsu-row > .tatsu-BJNqeEU-Gl.tatsu-column{width: 25%;}.tatsu-BJNqeEU-Gl.tatsu-column > .tatsu-column-inner > .tatsu-column-overlay{mix-blend-mode: none;}.tatsu-BJNqeEU-Gl > .tatsu-column-inner > .tatsu-top-divider{z-index: 9999;}.tatsu-BJNqeEU-Gl > .tatsu-column-inner > .tatsu-bottom-divider{z-index: 9999;}.tatsu-BJNqeEU-Gl > .tatsu-column-inner > .tatsu-left-divider{z-index: 9999;}.tatsu-BJNqeEU-Gl > .tatsu-column-inner > .tatsu-right-divider{z-index: 9999;}@media only screen and (max-width:1377px) {.tatsu-row > .tatsu-BJNqeEU-Gl.tatsu-column{width: 25%;}}@media only screen and (min-width:768px) and (max-width: 1024px) {.tatsu-row > .tatsu-BJNqeEU-Gl.tatsu-column{width: 25%;}}@media only screen and (max-width: 767px) {.tatsu-row > .tatsu-BJNqeEU-Gl.tatsu-column{width: 100%;}}<\/style><\/div><div  class=\"tatsu-column  tatsu-column-no-bg tatsu-one-fourth tatsu-column-image-none tatsu-column-effect-none  tatsu-r1lVclVLbfx\"  data-parallax-speed=\"0\" style=\"\"><div class=\"tatsu-column-inner\" ><div class=\"tatsu-column-pad-wrap\"><div class=\"tatsu-column-pad\" ><div  class=\"tatsu-module tatsu-text-block-wrap tatsu-idzwqk9e327obp85\"><div class=\"tatsu-text-inner tatsu-align-center  clearfix\" ><style>.tatsu-idzwqk9e327obp85.tatsu-text-block-wrap .tatsu-text-inner{text-align: left;}.tatsu-idzwqk9e327obp85.tatsu-text-block-wrap{margin: 25px 0px 25px 0px;}<\/style>\n<h6 style=\"line-height: 175% !important; margin-bottom: 20px;\"><span style=\"color: #ffffff;\">STRAT\u00c9GIE AX\u00c9E SUR LA VALEUR<\/span><\/h6>\n<p><span style=\"color: #ffffff;\">Tilting toward value (historically rewarded over time) and toward securities that provide meaningful income. <\/span><\/p>\n<\/div><\/div><\/div><\/div><div class = \"tatsu-column-bg-image-wrap\"><div class = \"tatsu-column-bg-image\" ><\/div><\/div><\/div><style>.tatsu-row > .tatsu-r1lVclVLbfx.tatsu-column{width: 25%;}.tatsu-r1lVclVLbfx.tatsu-column > .tatsu-column-inner > .tatsu-column-overlay{mix-blend-mode: none;}.tatsu-r1lVclVLbfx > .tatsu-column-inner > .tatsu-top-divider{z-index: 9999;}.tatsu-r1lVclVLbfx > .tatsu-column-inner > .tatsu-bottom-divider{z-index: 9999;}.tatsu-r1lVclVLbfx > .tatsu-column-inner > .tatsu-left-divider{z-index: 9999;}.tatsu-r1lVclVLbfx > .tatsu-column-inner > .tatsu-right-divider{z-index: 9999;}@media only screen and (max-width:1377px) {.tatsu-row > .tatsu-r1lVclVLbfx.tatsu-column{width: 25%;}}@media only screen and (min-width:768px) and (max-width: 1024px) {.tatsu-row > .tatsu-r1lVclVLbfx.tatsu-column{width: 25%;}}@media only screen and (max-width: 767px) {.tatsu-row > .tatsu-r1lVclVLbfx.tatsu-column{width: 100%;}}<\/style><\/div><div  class=\"tatsu-column  tatsu-column-no-bg tatsu-one-fourth tatsu-column-image-none tatsu-column-effect-none  tatsu-H1-EceNUWfl\"  data-parallax-speed=\"0\" style=\"\"><div class=\"tatsu-column-inner\" ><div class=\"tatsu-column-pad-wrap\"><div class=\"tatsu-column-pad\" ><div  class=\"tatsu-module tatsu-text-block-wrap tatsu-idzwqk9e7b3ubzvy\"><div class=\"tatsu-text-inner tatsu-align-center  clearfix\" ><style>.tatsu-idzwqk9e7b3ubzvy.tatsu-text-block-wrap .tatsu-text-inner{text-align: left;}.tatsu-idzwqk9e7b3ubzvy.tatsu-text-block-wrap{margin: 25px 0px 25px 0px;}<\/style>\n<h6 style=\"line-height: 175% !important; margin-bottom: 20px;\"><span style=\"color: #ffffff;\">STRAT\u00c9GIE ACTIVE DE SUPERPOSITION <\/span><\/h6>\n<p><span style=\"color: #ffffff;\">Using our independence and size to respond quickly to changing markets in pursuit of added value as markets rise and fall. <\/span><\/p>\n<\/div><\/div><\/div><\/div><div class = \"tatsu-column-bg-image-wrap\"><div class = \"tatsu-column-bg-image\" ><\/div><\/div><\/div><style>.tatsu-row > .tatsu-H1-EceNUWfl.tatsu-column{width: 25%;}.tatsu-H1-EceNUWfl.tatsu-column > .tatsu-column-inner > .tatsu-column-overlay{mix-blend-mode: none;}.tatsu-H1-EceNUWfl > .tatsu-column-inner > .tatsu-top-divider{z-index: 9999;}.tatsu-H1-EceNUWfl > .tatsu-column-inner > .tatsu-bottom-divider{z-index: 9999;}.tatsu-H1-EceNUWfl > .tatsu-column-inner > .tatsu-left-divider{z-index: 9999;}.tatsu-H1-EceNUWfl > .tatsu-column-inner > .tatsu-right-divider{z-index: 9999;}@media only screen and (max-width:1377px) {.tatsu-row > .tatsu-H1-EceNUWfl.tatsu-column{width: 25%;}}@media only screen and (min-width:768px) and (max-width: 1024px) {.tatsu-row > .tatsu-H1-EceNUWfl.tatsu-column{width: 25%;}}@media only screen and (max-width: 767px) {.tatsu-row > .tatsu-H1-EceNUWfl.tatsu-column{width: 100%;}}<\/style><\/div><div  class=\"tatsu-column  tatsu-bg-overlay tatsu-one-fourth tatsu-column-image-none tatsu-column-effect-none  tatsu-Hyz4qeEU-fg\"  data-parallax-speed=\"0\" style=\"\"><div class=\"tatsu-column-inner\" ><div class=\"tatsu-column-pad-wrap\"><div class=\"tatsu-column-pad\" ><div  class=\"tatsu-module tatsu-text-block-wrap tatsu-ryc9x48bze\"><div class=\"tatsu-text-inner tatsu-align-center  clearfix\" ><style>.tatsu-ryc9x48bze.tatsu-text-block-wrap .tatsu-text-inner{text-align: left;}.tatsu-ryc9x48bze.tatsu-text-block-wrap{margin: 25px 0px 25px 0px;}<\/style>\n<h6 style=\"line-height: 175% !important; margin-bottom: 20px;\"><span style=\"color: #ffffff;\">Dynamic Rebalancing <\/span><\/h6>\n<p><span style=\"color: #ffffff;\">Continuously monitoring the asset mix and rebalancing back to target \u2014 trimming what has become expensive and adding what has become cheap. <\/span><\/p>\n<\/div><\/div><\/div><\/div><div class = \"tatsu-column-bg-image-wrap\"><div class = \"tatsu-column-bg-image\" ><\/div><\/div><div class=\"tatsu-overlay tatsu-column-overlay tatsu-animate-none\" ><\/div><\/div><style>.tatsu-row > .tatsu-Hyz4qeEU-fg.tatsu-column{width: 25%;}.tatsu-Hyz4qeEU-fg.tatsu-column > .tatsu-column-inner > .tatsu-column-overlay{mix-blend-mode: normal;}.tatsu-Hyz4qeEU-fg > .tatsu-column-inner > .tatsu-top-divider{z-index: 9999;}.tatsu-Hyz4qeEU-fg > .tatsu-column-inner > .tatsu-bottom-divider{z-index: 9999;}.tatsu-Hyz4qeEU-fg > .tatsu-column-inner > .tatsu-left-divider{z-index: 9999;}.tatsu-Hyz4qeEU-fg > .tatsu-column-inner > .tatsu-right-divider{z-index: 9999;}@media only screen and (max-width:1377px) {.tatsu-row > .tatsu-Hyz4qeEU-fg.tatsu-column{width: 25%;}}@media only screen and (min-width:768px) and (max-width: 1024px) {.tatsu-row > .tatsu-Hyz4qeEU-fg.tatsu-column{width: 25%;}}@media only screen and (max-width: 767px) {.tatsu-row > .tatsu-Hyz4qeEU-fg.tatsu-column{width: 100%;}}<\/style><\/div><\/div><\/div><\/div><div class=\"tatsu-section-background-wrap\"><div class = \"tatsu-section-background\" ><\/div><\/div><div class=\"tatsu-overlay tatsu-section-overlay\"><\/div><style>.tatsu-idzwqk9dm4fizkdw.tatsu-section{background-color: #6b6b6b;}.tatsu-idzwqk9dm4fizkdw .tatsu-section-background{background-image: url(https:\/\/gold-im.com\/wp-content\/uploads\/2019\/12\/homebg2.jpeg);background-repeat: no-repeat;background-attachment: scroll;background-position: top left;background-size: cover;}.tatsu-idzwqk9dm4fizkdw .tatsu-bg-blur{background-repeat: no-repeat;background-attachment: scroll;background-position: top left;background-size: cover;}.tatsu-idzwqk9dm4fizkdw{border-width: 0px 0px px 0px;border-style: solid;}.tatsu-idzwqk9dm4fizkdw .tatsu-section-pad{padding: 150px 0% 150px 0%;}.tatsu-idzwqk9dm4fizkdw > .tatsu-bottom-divider{z-index: 9999;}.tatsu-idzwqk9dm4fizkdw > .tatsu-top-divider{z-index: 9999;}.tatsu-idzwqk9dm4fizkdw .tatsu-section-overlay{background: rgba(0,0,0,0.5);mix-blend-mode: normal;}<\/style><\/div><div  class=\"tatsu-Bk0DyPDbMx tatsu-section    tatsu-clearfix\" data-title=\"\"  data-headerscheme=\"background--light\"><div class='tatsu-section-pad clearfix' data-padding='{\"d\":\"0px 0% 20px 0%\"}' data-padding-top='0px'><div class=\"tatsu-row-wrap  tatsu-row-full-width tatsu-row-has-one-half tatsu-row-has-two-cols tatsu-zero-margin tatsu-custom-gutter tatsu-eq-cols tatsu-swap-cols  tatsu-clearfix tatsu-SJeAP1wPWMe\" ><style>.tatsu-SJeAP1wPWMe.tatsu-row-wrap > .tatsu-row{padding: 20px 0px 0px 0px;}<\/style><div id = \"fees\" class=\"tatsu-row\" style=\"margin-left:10px;margin-right:10px;\"><div  class=\"tatsu-column  tatsu-one-half tatsu-column-align-middle tatsu-column-image-none tatsu-column-effect-none  tatsu-Bkb0wkDvWze\"  data-parallax-speed=\"0\" style=\" padding:0 10px;\"><div class=\"tatsu-column-inner\" ><div class=\"tatsu-column-pad-wrap\"><div class=\"tatsu-column-pad\" ><div  class=\"special-heading-wrap style4  tatsu-BkfAPkwvbMe oshine-module\" ><div class=\"vertical-divider top\"><\/div><h4  class=\"caption\">Fees & Minimums<\/h4><div class=\"special-heading\"><h3 class=\"special-h-tag\" >Working Together: <\/h3><\/div><style>.tatsu-BkfAPkwvbMe .special-h-tag{color: rgba(13,24,32,1) ;}.tatsu-BkfAPkwvbMe.special-heading-wrap .vertical-divider{background: #d2d2d2;}<\/style><\/div><div  class=\"tatsu-module tatsu-text-block-wrap tatsu-r1XRwJvP-Ml\"><div class=\"tatsu-text-inner tatsu-align-center  clearfix\" ><style>.tatsu-r1XRwJvP-Ml.tatsu-text-block-wrap .tatsu-text-inner{width: 100%;text-align: left;}@media only screen and (max-width: 767px) {.tatsu-r1XRwJvP-Ml.tatsu-text-block-wrap .tatsu-text-inner{width: 100%;}}<\/style>\n<p>Our fee is transparent and based on a percentage of the assets we manage \u2014 disclosed in full on your statements, with no commissions tied to buying or selling. Your assets are held in a separately managed account at arm\u2019s length with our preferred custodian, Aviso Financial, for an additional layer of protection. New relationships begin at a minimum of $100,000 in investable household assets; because we work at the household level, family members early in their careers can participate within the broader relationship. Whether your wealth is just beginning to build or already substantial, our standard of care is the same.<\/p>\n<\/div><\/div><\/div><\/div><div class = \"tatsu-column-bg-image-wrap\"><div class = \"tatsu-column-bg-image\" ><\/div><\/div><\/div><style>.tatsu-row > .tatsu-Bkb0wkDvWze.tatsu-column{width: 50%;}.tatsu-Bkb0wkDvWze.tatsu-column > .tatsu-column-inner{background-color: #ffffff;}.tatsu-Bkb0wkDvWze.tatsu-column > .tatsu-column-inner > .tatsu-column-pad-wrap > .tatsu-column-pad{padding: 20% 15% 20% 15%;}.tatsu-Bkb0wkDvWze.tatsu-column > .tatsu-column-inner > .tatsu-column-overlay{mix-blend-mode: none;}.tatsu-Bkb0wkDvWze > .tatsu-column-inner > .tatsu-top-divider{z-index: 9999;}.tatsu-Bkb0wkDvWze > .tatsu-column-inner > .tatsu-bottom-divider{z-index: 9999;}.tatsu-Bkb0wkDvWze > .tatsu-column-inner > .tatsu-left-divider{z-index: 9999;}.tatsu-Bkb0wkDvWze > .tatsu-column-inner > .tatsu-right-divider{z-index: 9999;}@media only screen and (max-width: 767px) {.tatsu-row > .tatsu-Bkb0wkDvWze.tatsu-column{width: 100%;}}<\/style><\/div><div  class=\"tatsu-column  tatsu-column-empty tatsu-one-half tatsu-column-align-middle tatsu-column-image-none tatsu-column-effect-none  tatsu-B1EAv1wwWfx\"  data-parallax-speed=\"0\" style=\" padding:0 10px;\"><div class=\"tatsu-column-inner\" ><div class=\"tatsu-column-pad-wrap\"><div class=\"tatsu-column-pad\" ><\/div><\/div><div class = \"tatsu-column-bg-image-wrap\"><div class = \"tatsu-column-bg-image\" ><\/div><\/div><\/div><style>.tatsu-row > .tatsu-B1EAv1wwWfx.tatsu-column{width: 50%;}.tatsu-B1EAv1wwWfx.tatsu-column > .tatsu-column-inner > .tatsu-column-bg-image-wrap > .tatsu-column-bg-image{background-image: url(https:\/\/gold-im.com\/wp-content\/uploads\/2026\/06\/joshua-hibbert-Pn6iimgM-wo-unsplash-scaled.jpg);background-repeat: no-repeat;background-attachment: scroll;background-position: bottom center;background-size: cover;}.tatsu-B1EAv1wwWfx.tatsu-column > .tatsu-column-inner > .tatsu-bg-blur{background-repeat: no-repeat;background-attachment: scroll;background-position: bottom center;background-size: cover;}.tatsu-B1EAv1wwWfx.tatsu-column > .tatsu-column-inner > .tatsu-column-pad-wrap > .tatsu-column-pad{padding: 0% 0% 0% 0%;}.tatsu-B1EAv1wwWfx.tatsu-column > .tatsu-column-inner > .tatsu-column-overlay{mix-blend-mode: none;}.tatsu-B1EAv1wwWfx > .tatsu-column-inner > .tatsu-top-divider{z-index: 9999;}.tatsu-B1EAv1wwWfx > .tatsu-column-inner > .tatsu-bottom-divider{z-index: 9999;}.tatsu-B1EAv1wwWfx > .tatsu-column-inner > .tatsu-left-divider{z-index: 9999;}.tatsu-B1EAv1wwWfx > .tatsu-column-inner > .tatsu-right-divider{z-index: 9999;}@media only screen and (max-width: 767px) {.tatsu-row > .tatsu-B1EAv1wwWfx.tatsu-column{width: 100%;}}<\/style><\/div><\/div><\/div><\/div><div class=\"tatsu-section-background-wrap\"><div class = \"tatsu-section-background\" ><\/div><\/div><style>.tatsu-Bk0DyPDbMx{border-width: 0px 0px px 0px;border-style: solid;}.tatsu-Bk0DyPDbMx .tatsu-section-pad{padding: 0px 0% 20px 0%;}.tatsu-Bk0DyPDbMx > .tatsu-bottom-divider{z-index: 9999;}.tatsu-Bk0DyPDbMx > .tatsu-top-divider{z-index: 9999;}<\/style><\/div><div  class=\"tatsu-ie0x4dzt3obl6myz tatsu-section    tatsu-clearfix\" data-title=\"\"  data-headerscheme=\"background--dark\"><div class='tatsu-section-pad clearfix' data-padding='{\"d\":\"10% 0px 10% 0px\"}' data-padding-top='10%'><div class=\"tatsu-row-wrap  tatsu-wrap tatsu-row-one-col tatsu-row-has-one-cols tatsu-medium-gutter tatsu-reg-cols  tatsu-clearfix tatsu-ie0x4dzt631pakts\" ><div  class=\"tatsu-row\" ><div  class=\"tatsu-column  tatsu-column-no-bg tatsu-one-col tatsu-column-image-none tatsu-column-effect-none  tatsu-ie0x4dzt8h1rhrg1\"  data-parallax-speed=\"0\" style=\"\"><div class=\"tatsu-column-inner\" ><div class=\"tatsu-column-pad-wrap\"><div class=\"tatsu-column-pad\" ><div id = \"getting-started\" class=\"special-heading-wrap style4  tatsu-ie0x4dzta0b59tqr oshine-module\" ><h4  class=\"caption\">Notre processus<\/h4><div class=\"special-heading\"><h3 class=\"special-h-tag\" >Commencer<\/h3><\/div><div class=\"vertical-divider bottom\" ><\/div><style>.tatsu-ie0x4dzta0b59tqr .special-h-tag{color: rgba(13,24,32,1) ;}.tatsu-ie0x4dzta0b59tqr.special-heading-wrap .vertical-divider{background: rgba(210,210,210,1);}<\/style><\/div><\/div><\/div><div class = \"tatsu-column-bg-image-wrap\"><div class = \"tatsu-column-bg-image\" ><\/div><\/div><\/div><style>.tatsu-row > .tatsu-ie0x4dzt8h1rhrg1.tatsu-column{width: 100%;}.tatsu-ie0x4dzt8h1rhrg1.tatsu-column > .tatsu-column-inner > .tatsu-column-overlay{mix-blend-mode: none;}.tatsu-ie0x4dzt8h1rhrg1 > .tatsu-column-inner > .tatsu-top-divider{z-index: 9999;}.tatsu-ie0x4dzt8h1rhrg1 > .tatsu-column-inner > .tatsu-bottom-divider{z-index: 9999;}.tatsu-ie0x4dzt8h1rhrg1 > .tatsu-column-inner > .tatsu-left-divider{z-index: 9999;}.tatsu-ie0x4dzt8h1rhrg1 > .tatsu-column-inner > .tatsu-right-divider{z-index: 9999;}@media only screen and (max-width:1377px) {.tatsu-row > .tatsu-ie0x4dzt8h1rhrg1.tatsu-column{width: 100%;}}@media only screen and (min-width:768px) and (max-width: 1024px) {.tatsu-row > .tatsu-ie0x4dzt8h1rhrg1.tatsu-column{width: 100%;}}@media only screen and (max-width: 767px) {.tatsu-row > .tatsu-ie0x4dzt8h1rhrg1.tatsu-column{width: 100%;}}<\/style><\/div><\/div><\/div><div class=\"tatsu-row-wrap  tatsu-wrap tatsu-row-has-three-cols tatsu-medium-gutter tatsu-eq-cols  tatsu-clearfix tatsu-ie0x4dztatlgbd9\" ><div  class=\"tatsu-row\" ><div  class=\"tatsu-column  tatsu-column-no-bg tatsu-one-third tatsu-column-image-none tatsu-column-effect-none  tatsu-ie0x4dztdabhvg6m\"  data-parallax-speed=\"0\" style=\"\"><div class=\"tatsu-column-inner\" ><div class=\"tatsu-column-pad-wrap\"><div class=\"tatsu-column-pad\" ><ul class=\"pricing-table sec-border highlight-yes oshine-module be-animate tatsu-ie0x4dzteu25ohxi\" data-animation=\"none\"><li class=\"pricing-title\" ><h5 class=\"sec-color\">Exploratory<\/h5><\/li><li class=\"pricing-price\"><h2 class=\"price\"><span class=\"currency\"><\/span>Premi\u00e8re rencontre<\/h2><span class=\"pricing-duration special-subtitle\">( Approx 45 Min )<\/span><\/li><li class=\"pricing-feature no-highlight tatsu-ie0x4dzu2l19qpbx\" ><span class=\"pricing-feature-container\" >A high-level, exploratory conversation. We learn about your situation, needs, and objectives, and we walk you through GIM\u2019s service offering. Following the meeting, you are directed to GIM\u2019s secure \u201cWelcome\u201d app to upload your comprehensive financial information.<\/span><\/li><style>.tatsu-ie0x4dzteu25ohxi .pricing-title-head-tag{color: rgba(143,189,215,1) ;}<\/style><\/ul><\/div><\/div><div class = \"tatsu-column-bg-image-wrap\"><div class = \"tatsu-column-bg-image\" ><\/div><\/div><\/div><style>.tatsu-row > .tatsu-ie0x4dztdabhvg6m.tatsu-column{width: 33.33%;}.tatsu-ie0x4dztdabhvg6m.tatsu-column > .tatsu-column-inner > .tatsu-column-overlay{mix-blend-mode: none;}.tatsu-ie0x4dztdabhvg6m > .tatsu-column-inner > .tatsu-top-divider{z-index: 9999;}.tatsu-ie0x4dztdabhvg6m > .tatsu-column-inner > .tatsu-bottom-divider{z-index: 9999;}.tatsu-ie0x4dztdabhvg6m > .tatsu-column-inner > .tatsu-left-divider{z-index: 9999;}.tatsu-ie0x4dztdabhvg6m > .tatsu-column-inner > .tatsu-right-divider{z-index: 9999;}@media only screen and (max-width:1377px) {.tatsu-row > .tatsu-ie0x4dztdabhvg6m.tatsu-column{width: 33.33%;}}@media only screen and (min-width:768px) and (max-width: 1024px) {.tatsu-row > .tatsu-ie0x4dztdabhvg6m.tatsu-column{width: 33.33%;}}@media only screen and (max-width: 767px) {.tatsu-row > .tatsu-ie0x4dztdabhvg6m.tatsu-column{width: 100%;}}<\/style><\/div><div  class=\"tatsu-column  tatsu-column-no-bg tatsu-one-third tatsu-column-image-none tatsu-column-effect-none  tatsu-ie0x4dzuaze36he8\"  data-parallax-speed=\"0\" style=\"\"><div class=\"tatsu-column-inner\" ><div class=\"tatsu-column-pad-wrap\"><div class=\"tatsu-column-pad\" ><ul class=\"pricing-table sec-border highlight-yes oshine-module be-animate tatsu-ie0x4dzucq55dj81\" data-animation=\"none\"><li class=\"pricing-title\" ><h5 class=\"sec-color\">Onboarding Call<\/h5><\/li><li class=\"pricing-price\"><h2 class=\"price\"><span class=\"currency\"><\/span>Deuxi\u00e8me r\u00e9union<\/h2><span class=\"pricing-duration special-subtitle\">( Approx 45 Min )<\/span><\/li><li class=\"pricing-feature no-highlight tatsu-ie0x4dzuovcr5fqy\" ><span class=\"pricing-feature-container\" >We review everything you\u2019ve provided and complete your Know-Your-Client (\u201cKYC\u201d) Information Form together \u2014 covering risk capacity, risk tolerance, investment objectives, time horizon, and any unique circumstances, as well as liquidity requirements such as recurring contributions (PAC) or withdrawals (SWP). We present our portfolio recommendations, review the process, and answer your questions. You are then provided with GIM\u2019s Investment Management Agreement (\u201cIMA\u201d), Investment Policy Statement (\u201cIPS\u201d), and custodian new account forms (\u201cNAFs\u201d).<\/span><\/li><style>.tatsu-ie0x4dzucq55dj81 .pricing-title-head-tag{color: rgba(143,189,215,1) ;}<\/style><\/ul><\/div><\/div><div class = \"tatsu-column-bg-image-wrap\"><div class = \"tatsu-column-bg-image\" ><\/div><\/div><\/div><style>.tatsu-row > .tatsu-ie0x4dzuaze36he8.tatsu-column{width: 33.33%;}.tatsu-ie0x4dzuaze36he8.tatsu-column > .tatsu-column-inner > .tatsu-column-overlay{mix-blend-mode: none;}.tatsu-ie0x4dzuaze36he8 > .tatsu-column-inner > .tatsu-top-divider{z-index: 9999;}.tatsu-ie0x4dzuaze36he8 > .tatsu-column-inner > .tatsu-bottom-divider{z-index: 9999;}.tatsu-ie0x4dzuaze36he8 > .tatsu-column-inner > .tatsu-left-divider{z-index: 9999;}.tatsu-ie0x4dzuaze36he8 > .tatsu-column-inner > .tatsu-right-divider{z-index: 9999;}@media only screen and (max-width:1377px) {.tatsu-row > .tatsu-ie0x4dzuaze36he8.tatsu-column{width: 33.33%;}}@media only screen and (min-width:768px) and (max-width: 1024px) {.tatsu-row > .tatsu-ie0x4dzuaze36he8.tatsu-column{width: 33.33%;}}@media only screen and (max-width: 767px) {.tatsu-row > .tatsu-ie0x4dzuaze36he8.tatsu-column{width: 100%;}}<\/style><\/div><div  class=\"tatsu-column  tatsu-column-no-bg tatsu-one-third tatsu-column-image-none tatsu-column-effect-none  tatsu-ie0x4dzux0gi7lkd\"  data-parallax-speed=\"0\" style=\"\"><div class=\"tatsu-column-inner\" ><div class=\"tatsu-column-pad-wrap\"><div class=\"tatsu-column-pad\" ><ul class=\"pricing-table sec-border highlight-yes oshine-module be-animate tatsu-ie0x4dzuyr4nssip\" data-animation=\"none\"><li class=\"pricing-title\" ><h5 class=\"sec-color\">Comprehensive Financial Plan<\/h5><\/li><li class=\"pricing-price\"><h2 class=\"price\"><span class=\"currency\"><\/span>Troisi\u00e8me r\u00e9union<\/h2><span class=\"pricing-duration special-subtitle\">( Approx 60 Min, optional )<\/span><\/li><li class=\"pricing-feature no-highlight tatsu-ie0x4dzvdofvcnsa\" ><span class=\"pricing-feature-container\" >An optional, in-depth session dedicated to building your comprehensive financial plan and assessing potential insurance needs.<\/span><\/li><style>.tatsu-ie0x4dzuyr4nssip .pricing-title-head-tag{color: rgba(143,189,215,1) ;}<\/style><\/ul><\/div><\/div><div class = \"tatsu-column-bg-image-wrap\"><div class = \"tatsu-column-bg-image\" ><\/div><\/div><\/div><style>.tatsu-row > .tatsu-ie0x4dzux0gi7lkd.tatsu-column{width: 33.33%;}.tatsu-ie0x4dzux0gi7lkd.tatsu-column > .tatsu-column-inner > .tatsu-column-overlay{mix-blend-mode: none;}.tatsu-ie0x4dzux0gi7lkd > .tatsu-column-inner > .tatsu-top-divider{z-index: 9999;}.tatsu-ie0x4dzux0gi7lkd > .tatsu-column-inner > .tatsu-bottom-divider{z-index: 9999;}.tatsu-ie0x4dzux0gi7lkd > .tatsu-column-inner > .tatsu-left-divider{z-index: 9999;}.tatsu-ie0x4dzux0gi7lkd > .tatsu-column-inner > .tatsu-right-divider{z-index: 9999;}@media only screen and (max-width:1377px) {.tatsu-row > .tatsu-ie0x4dzux0gi7lkd.tatsu-column{width: 33.33%;}}@media only screen and (min-width:768px) and (max-width: 1024px) {.tatsu-row > .tatsu-ie0x4dzux0gi7lkd.tatsu-column{width: 33.33%;}}@media only screen and (max-width: 767px) {.tatsu-row > .tatsu-ie0x4dzux0gi7lkd.tatsu-column{width: 100%;}}<\/style><\/div><\/div><\/div><div class=\"tatsu-row-wrap  tatsu-wrap tatsu-row-one-col tatsu-row-has-one-cols tatsu-medium-gutter tatsu-reg-cols  tatsu-clearfix tatsu-ie0x4dzvl5bt3r1s\" ><style>.tatsu-ie0x4dzvl5bt3r1s.tatsu-row-wrap > .tatsu-row{background-color: rgba(255,255,255,1);}<\/style><div  class=\"tatsu-row\" ><div  class=\"tatsu-column  tatsu-column-no-bg tatsu-one-col tatsu-column-image-none tatsu-column-effect-none  tatsu-ie0x4dzvnf3lg7th\"  data-parallax-speed=\"0\" style=\"\"><div class=\"tatsu-column-inner\" ><div class=\"tatsu-column-pad-wrap\"><div class=\"tatsu-column-pad\" ><div id = \"why-gim\" class=\"tatsu-module tatsu-text-block-wrap tatsu-ie0x4dzvq550hvmb\"><div class=\"tatsu-text-inner tatsu-align-center  clearfix\" ><style>.tatsu-ie0x4dzvq550hvmb.tatsu-text-block-wrap .tatsu-text-inner{width: 100%;text-align: left;padding: 60px 10% 15px 10%;}<\/style>\n<div style=\"max-width: 850px; margin: 0 auto;\">\n<h5>Why Work With GIM?<\/h5>\n<p>GIM is independent and aligned with our clients. We are different from bank \u201cadvisors\u201d whose role is to sell banking and investment products rather than to provide genuine counsel. We do not sell proprietary or third-party products \u2014 in fact, we are not in the business of selling you anything. Instead, we offer bespoke advice and discretionary management bound by a fiduciary duty. Guiding professionals and executives toward a secure and prosperous future is what we do, and it is why we created the GIM Professionals and Executives Program.<\/p>\n<\/div>\n<\/div><\/div><div id = \"ongoing-reviews\" class=\"tatsu-module tatsu-text-block-wrap tatsu-SkJPWPD-zl\"><div class=\"tatsu-text-inner tatsu-align-center  clearfix\" ><style>.tatsu-SkJPWPD-zl.tatsu-text-block-wrap .tatsu-text-inner{width: 100%;text-align: left;padding: 15px 10% 60px 10%;}<\/style>\n<div style=\"max-width: 850px; margin: 0 auto;\">\n<h5>Ongoing Reviews &#038; Reporting<\/h5>\n<p>Your plan is not a one-time exercise. You receive quarterly portfolio statements and an annual Know-Your-Client review to discuss results and any change in your circumstances, with additional reviews whenever life warrants. Between reviews we keep you informed through our quarterly investment letter and market commentary \u2013 and you are always welcome to reach out. We manage the relationship from the day you join through retirement and into the next generation.<\/p>\n<\/div>\n<\/div><\/div><\/div><\/div><div class = \"tatsu-column-bg-image-wrap\"><div class = \"tatsu-column-bg-image\" ><\/div><\/div><\/div><style>.tatsu-row > .tatsu-ie0x4dzvnf3lg7th.tatsu-column{width: 100%;}.tatsu-ie0x4dzvnf3lg7th.tatsu-column > .tatsu-column-inner > .tatsu-column-overlay{mix-blend-mode: none;}.tatsu-ie0x4dzvnf3lg7th > .tatsu-column-inner > .tatsu-top-divider{z-index: 9999;}.tatsu-ie0x4dzvnf3lg7th > .tatsu-column-inner > .tatsu-bottom-divider{z-index: 9999;}.tatsu-ie0x4dzvnf3lg7th > .tatsu-column-inner > .tatsu-left-divider{z-index: 9999;}.tatsu-ie0x4dzvnf3lg7th > .tatsu-column-inner > .tatsu-right-divider{z-index: 9999;}@media only screen and (max-width:1377px) {.tatsu-row > .tatsu-ie0x4dzvnf3lg7th.tatsu-column{width: 100%;}}@media only screen and (min-width:768px) and (max-width: 1024px) {.tatsu-row > .tatsu-ie0x4dzvnf3lg7th.tatsu-column{width: 100%;}}@media only screen and (max-width: 767px) {.tatsu-row > .tatsu-ie0x4dzvnf3lg7th.tatsu-column{width: 100%;}}<\/style><\/div><\/div><\/div><\/div><div class=\"tatsu-section-background-wrap\"><div class = \"tatsu-section-background\" ><\/div><\/div><style>.tatsu-ie0x4dzt3obl6myz .tatsu-section-pad{padding: 10% 0px 10% 0px;}.tatsu-ie0x4dzt3obl6myz > .tatsu-bottom-divider{z-index: 9999;}.tatsu-ie0x4dzt3obl6myz > .tatsu-top-divider{z-index: 9999;}<\/style><\/div><div id=\"schedule-consultation\" class=\"tatsu-B13TvRgiH tatsu-section    tatsu-clearfix\" data-title=\"\"  data-headerscheme=\"background--light\"><div class='tatsu-section-pad clearfix' data-padding='{\"d\":\"150px 0% 150px 0%\"}' data-padding-top='150px'><div class=\"tatsu-row-wrap  tatsu-wrap tatsu-row-one-col tatsu-row-has-one-cols tatsu-medium-gutter tatsu-reg-cols  tatsu-clearfix tatsu-HJl2aPAxiB\" ><div  class=\"tatsu-row\" ><div  class=\"tatsu-column  tatsu-column-no-bg tatsu-one-col tatsu-column-image-none tatsu-column-effect-none  tatsu-ryZ3pD0ljB\"  data-parallax-speed=\"0\" style=\"\"><div class=\"tatsu-column-inner\" ><div class=\"tatsu-column-pad-wrap\"><div class=\"tatsu-column-pad\" ><div  class=\"special-heading-wrap style4  tatsu-B1fnTv0ejr oshine-module\" ><div class=\"vertical-divider top\"><\/div><h4  class=\"caption\">Commen\u00e7ons<\/h4><div class=\"special-heading\"><h3 class=\"special-h-tag\" >Planifier une Consultation<\/h3><\/div><style>.tatsu-B1fnTv0ejr .special-h-tag{color: rgba(255,255,255,1) ;}.tatsu-B1fnTv0ejr .caption{color: #dddddd ;}.tatsu-B1fnTv0ejr.special-heading-wrap .vertical-divider{background: #d2d2d2;}<\/style><\/div><div  class=\"tatsu-module tatsu-button-group align-center tatsu-SyQhaPCeir\"  ><div  class=\"tatsu-module tatsu-normal-button tatsu-button-wrap   tatsu-ByE3pwRlsH\"><a class=\"tatsu-shortcode mediumbtn tatsu-button left-icon circular   bg-animation-none\" href=\"tel:7804369955\" style= \"\"  aria-label=\"Appelez Nous\" data-gdpr-atts=\"{}\" target=\"_blank\">Appelez Nous<\/a><style>.tatsu-ByE3pwRlsH .tatsu-button{background-color: rgba(13,24,32,1);color: #ffffff ;border-color: #000000; }.tatsu-ByE3pwRlsH .tatsu-button:hover{background-color: #ffffff;color: rgba(13,24,32,1) ;border-color: #8fbdd7; }<\/style><\/div><div  class=\"tatsu-module tatsu-normal-button tatsu-button-wrap   tatsu-rJHh6DAxoH\"><a class=\"tatsu-shortcode mediumbtn tatsu-button left-icon circular   bg-animation-none\" href=\"mailto:investir@gold-im.com\" style= \"\"  aria-label=\"\u00c9cris Nous\" data-gdpr-atts=\"{}\" >\u00c9cris Nous<\/a><style>.tatsu-rJHh6DAxoH .tatsu-button{background-color: rgba(13,24,32,1);color: #ffffff ;border-color: #000000; }.tatsu-rJHh6DAxoH .tatsu-button:hover{background-color: #ffffff;color: rgba(13,24,32,1) ;border-color: #8fbdd7; }<\/style><\/div><\/div><style>.tatsu-SyQhaPCeir.tatsu-button-group{margin: 0px 0px 20px 0px;}<\/style><\/div><\/div><div class = \"tatsu-column-bg-image-wrap\"><div class = \"tatsu-column-bg-image\" ><\/div><\/div><\/div><style>.tatsu-row > .tatsu-ryZ3pD0ljB.tatsu-column{width: 100%;}.tatsu-ryZ3pD0ljB.tatsu-column > .tatsu-column-inner > .tatsu-column-overlay{mix-blend-mode: none;}.tatsu-ryZ3pD0ljB > .tatsu-column-inner > .tatsu-top-divider{z-index: 9999;}.tatsu-ryZ3pD0ljB > .tatsu-column-inner > .tatsu-bottom-divider{z-index: 9999;}.tatsu-ryZ3pD0ljB > .tatsu-column-inner > .tatsu-left-divider{z-index: 9999;}.tatsu-ryZ3pD0ljB > .tatsu-column-inner > .tatsu-right-divider{z-index: 9999;}<\/style><\/div><\/div><\/div><\/div><div class=\"tatsu-section-background-wrap\"><div class = \"tatsu-section-background\" ><\/div><\/div><style>.tatsu-B13TvRgiH .tatsu-section-background{background-image: url(https:\/\/gold-im.com\/wp-content\/uploads\/2019\/11\/edmonton-84361_1920.jpg);background-repeat: no-repeat;background-attachment: scroll;background-position: center center;background-size: cover;}.tatsu-B13TvRgiH .tatsu-bg-blur{background-repeat: no-repeat;background-attachment: scroll;background-position: center center;background-size: cover;}.tatsu-B13TvRgiH{border-width: 0px 0px px 0px;border-style: solid;}.tatsu-B13TvRgiH .tatsu-section-pad{padding: 150px 0% 150px 0%;}.tatsu-B13TvRgiH > .tatsu-bottom-divider{z-index: 9999;}.tatsu-B13TvRgiH > .tatsu-top-divider{z-index: 9999;}<\/style><\/div>","protected":false},"excerpt":{"rendered":"<p><a href=\"https:\/\/gold-im.com\/fr\/pro-exec\/\" class=\"more-link style1-button\">Read More<\/a><\/p>","protected":false},"author":4,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-3419","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/gold-im.com\/fr\/wp-json\/wp\/v2\/pages\/3419","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/gold-im.com\/fr\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/gold-im.com\/fr\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/gold-im.com\/fr\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/gold-im.com\/fr\/wp-json\/wp\/v2\/comments?post=3419"}],"version-history":[{"count":46,"href":"https:\/\/gold-im.com\/fr\/wp-json\/wp\/v2\/pages\/3419\/revisions"}],"predecessor-version":[{"id":3470,"href":"https:\/\/gold-im.com\/fr\/wp-json\/wp\/v2\/pages\/3419\/revisions\/3470"}],"wp:attachment":[{"href":"https:\/\/gold-im.com\/fr\/wp-json\/wp\/v2\/media?parent=3419"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}