Wise financial choices
Can change your life forever!
Invest wisely, grow your portfolio and reduce your financial stress.
Learn more about the Demos Income Strategy
To be realistic, we should expect over the next few years an annual return of around 1% from fixed income securities and an average annual return of between 4% and 5% from equities with a probable marked drop in their value in the short or medium term.Learn more
By providing you with a financial plan allowing us to draw a clear and precise portrait of your current and future financial situation.
Reduce costly financial mistakes
By sharing our knowledge of financial decision making and providing income and expense advice.
Maximizing long-term financial value
By managing your portfolio and taking your individual circumstances into account which will help optimize your returns.
Who are we?
Learn more about the Demos team
Providing a synergy of integrity, discipline and a willingness to listen to each client, Marc-André Turcot and his team are dedicated to assisting you in meeting any of your financial needs.
Our wealth management team provides personalized care catering to affluent families and to younger investors with a strong capacity and will to grow their assets. In addition to managing your investment portfolio, we also offer sound financial planning, budget planning, estate planning as well as diverse financial analysis. We do our own research and we build our own model portfolio with bonds and stocks that align with our values and investment philosophy. Looking at factors that we would strive to achieve if we owed our own company. Companies that are well established, consistently profitable, long term and most importantly at a reasonable price. We also have an options strategy focused on income generation with low volatility.
Lecturer at the University of Sherbrooke
Chartered Financial Analyst (CFA)
Financial Planner (Fin. Pl.)
Associate Portfolio Manager
Bachelor of Finance HEC Montreal
CFA Level 3 Candidate
Why choose us?
Here's what we'll do for you
- We take care of you and your family.
- We do not use mutual funds nor ETFs to better control how your money is invested.*
- We prepare financial plans to give you peace of mind.
- We have no hidden fees.
- We simplify complex financial matters.
- We do our own research to provide you with pertinent and unbiased advice.
* Subject to minimum asset value
Our Satisfied Clients
"Marc-André does very thorough market research. He uses a very selective and detailed method to choose his financial securities. He does not allow himself to be influenced by current trends. He is a very honest person and he is surrounded by a great team. His financial thinking is focused on the long term. He is someone you can count on."Jean Roy / David Forest Financial Services
"I have retained the services of Marc-André Turcot as my financial advisor for at least twenty years and I have never regretted my decision. He makes excellent analysis of the financial market and my portfolio and his recommendations if followed are almost always to my advantage. I have often suggested to family members that they do business with him and these people thank me for such references."John H. Gomery / Retired Judge
We are there to listen, inform and help you.
Or use the following form to send us a message
107-65 St-Paul Street West
Montréal QC H2Y 3S5 Marc-André Turcot, CFA, F.Pl
Raymond James Investment Counsel Ltd.