Our Philosophy
 

Our mission

Team Beauregard Farina Tourangeau is dedicated to provide portfolio management and financial planning solutions tailored for professionals, entrepreneurs, families and foundations. Not only do we pay a primary attention as regards to our clients' wealth preservation as well as their enrichment, but we also act as partners. Whatever your goals, we are here to help you achieve them.

Our vision

Whether it’s enhancing your ability to build wealth, or helping to maximize and preserve the financial independence you’ve achieved, our team has the expertise and experience to deliver unbiased advice to serve your unique needs. We’ll work closely with you to get a clear understanding of what’s most important to you and your lifestyle – focusing on your goals, tolerance for risk and investment horizon.

Our values

Our values represent the core of our practice and what is most important for us:

  • INTEGRITY 

  • OBJECTIVITY  

  • TRANSPARENCY

  • CONFIDENTIALITY

  • RESPECT

 

We offer what is best for you and in your best interest, according to your respective needs.

 

Learn more about our in-house Tax & Estate Planning Team...

The safeguarding of your capital, our priority...