Our origins date back to the 1960s, when Roland Caron earned the trust of his entrepreneurial clients by extolling the merits of savings. His son Rodrigue then took up the torch and continued to promote advice through a global planning approach. In 1998, Sylvain Imbeault and Rodrigue Caron formalized the company in its current form and it kept evolving ever since, relying today on strong pillars and a diverse skillset. Imbeault Capital is recognized for its “one stop shop” structure, which mobilizes within the same firm several professionals dedicated to managing and growing capital.
Our approach consists of studying and analyzing the financial profile of each of our clients, resulting in a precise diagnosis of their financial conditions. Once established, it is through a customized financial framework that we aim for the durability and growth of intergenerational wealth.
Listening, understanding and offering advices & services adapted to the specific needs of individuals, families and entrepreneurs. Earn their trust and become their first point of contact in financial consulting and management.
ATTENTIVENESS. We will listen to you, accompany you and each member of our team will guide your steps.
COMPETENCE. A dedicated, qualified and experienced team, a human approach.
EFFICIENCY. All your professionals under the same roof, an integrated service.