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Our Articles

We regularly post new articles about finance and investments, you can read our most recent below.


What is financial planning?

Financial planning is used to answer the question “Am I well aligned for my short and long term goals?”. It reduces stress while serving as a guide for portfolio management.

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Why Should I Start Saving and Investing As Early As Possible?

In order to finance a comfortable retirement, we need to make more strategic consumption choices throughout our lives and start investing as soon as possible. Fewer and fewer companies are offering pension funds to their employees and we should not rely too much on government programs because with the level of government debt that is only increasing and with the aging of the population which will put even more pressure on public finances, we cannot be certain of the amounts of money that will be available in the future.

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The basics of options trading

The following article covers everything you need to really understand what options are. We will go through a list of key definitions and look at the main strategies when trading options on the market.

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Presented By

Marc-André Turcot

Marc-André Turcot

Portfolio manager

Chartered Financial Analyst (CFA)

Financial planner (Fin. Pl.)

 
Corinne Sauvé-Boulé

Corinne Sauvé-Boulé

Portfolio Manager

Chartered Financial Analyst (CFA)

Financial planner (Fin. Pl.)

 
Jean-Philippe Lespérance

Jean-Philippe Lespérance

Portfolio Manager

Chartered Financial Analyst (CFA)

Chartered Professional Accountant (CPA)

 
Jordan Steevensz

Jordan Steevensz

Financial Security Advisor

Associate Portfolio Manager

 
Béatrice Heller

Béatrice Heller

Administrative Assistant (Part Time)

Student, Concordia University

 

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Demos - Family Wealth Management

107-65 St-Paul Street West
Montréal QC H2Y 3S5

Marc-André Turcot

Portfolio manager
Chartered Financial Analyst (CFA)
[email protected]
Phone: 514-543-6531

   

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