Mission

DalpéMilette's mission is to become our clients' principal financial advisor. This role consolidates our position as a portfolio manager and allows us to offer other financial products or services. Consequently, our clients entrust us with a significant portion if not their entire portfolio. In fact, almost all of our clients have 100% of their assets with us.

This mandate, which is greater in scope when compared to the usual practice of an investment advisor, is due to the fact that our knowledge in finance and in related matters allows us to offer a lot more services than the sole selection of investment securities.  Many of our clients actually attach a much greater value to these other services, information or products, examples being financial planning and insurance. Consequently, in as much as the relationship with our client is based on trust and as long as we have the required knowledge and tools, we are able to offer other value-added services.

The vast majority of our clients are individuals whose primary financial goal is to maximize their savings in order to maintain their current lifestyle until their death. Retirement is not only generally welcome with enthusiasm, but is also accompanied by anxiety, especially with regard to financial issues.

We believe in making our team's collective body of experience and expertise available to our clients in order to help them enhance their own personal financial situation and make well-informed financial decisions.

This role includes co-ordinating our service offer with those of lawyers, notaries, accountants, tax professionals, insurance brokers, etc. as the need arises.