History

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We are an independent financial services firm, in existence since 1998. The independence and objectivity of our advice has always been our priority and our customers appreciate it.

From the beginning of our existence, we helped our clients in developing specific financial plan and we assisted them in this complex financial maze to allow them to achieve and maintain financial independence.

In the year 2000, we added the protection aspect of assets by introducing personal insurance. It is fine to build for the future, yet it is essential to ensure that the foundation will hold up if ever a misfortune would occur. You never know what life has in store.

We refined our tax expertise in 2006 with the completion of superior studies in taxation. In 2010, we expanded our range of financial products by introducing securities.