Investment Advisor, Vice-Presidentmore
Toll Free: (800) 461-0150
Fax: (705) 268-7798
Benoit has been involved in the financial services industry since 1985, providing financial solutions for his clients. He tailors his expertise to a group of individuals who require comprehensive wealth management. This particular group appreciates their fee-based management model, which is designed to ensure potential conflicts of interest are negated, and that their Investment Advisor is totally focused on helping them achieve their investment goals. By combining high-quality investments and a direct, personal relationship, Benoit is able to offer his clients an alternative to standard investment practices.
Benoit provides expertise and guidance to a select group of investors who are committed to our wealth management philosophies, those who focus on the merits of long-term, goal-oriented planning, and that have reached an investment milestone of $500,000 or more. This objective warrants not only high-quality investments and direct service, but a payment structure that ensures your investment management fees are based on your assets, not your account activity.
Benoit believes that formulating a long-term investment strategy aligned to both your objectives and tolerance for risk is paramount to success. Understanding your needs in this capacity enables him to help you establish a plan to achieve what is important to you. Circumstances do change over time, and meeting on a predetermined schedule to review your portfolio and make any necessary modifications will maximize the likelihood of achievement. Benoit's goal is to ensure that his clients' objectives are continually met.
As President of the local Spruce Needles Golf Course and treasurer of the local Club Richelieu – Benoit is involved with numerous events benefiting the prosperity of the community. With his bilingual background in French and English, Benoit provides a high quality service that delivers professionalism, integrity and honesty.