Imbeault & Caron adds a new string to its bow!

In order to keep meeting the evolving needs of its clients, Imbeault & Caron has been thinking for some time about discretionary portfolio management into its service offering. Olivier Marquis and Jean-Pierre Cadorette joining the firm in early 2020 was along the lines of this project, as both investment professionals have extensive experience as portfolio managers. Following a registration application submitted to l’Autorité des Marchés Financiers (AMF), Imbeault & Caron Inc. is proud to announce that it has obtained its license as a portfolio manager, effective October 8, 2020. At the same time, the firm is introducing a new brand image, IMBEAULT Capital, reflecting an improved and even more diversified service offering for the benefit of its existing and prospect clients.

It should be noted that the firm is also proud to keep leveraging and nurturing its strong relationship with SFL Investments, with representatives Sylvain Imbeault, Simon Imbeault and Thierry Drouin-Paquette pursuing their affiliation to this brand.

“Our mission remains to listen, understand and offer independent advisory services tailored to the specific needs of our clients,” said Sylvain Imbeault, senior partner. “The addition of portfolio management to our private wealth service is undoubtedly a testament to the seriousness of our approach.”

About Imbeault Capital

Imbeault Capital is an independent and integrated financial services firm for individuals and businesses. The firm’s business model is based on the collaboration of several specialized professionals with the common objective of implementing a simple and optimal plan adapted to the reality and specific needs of their clientele. Risk management and long-term planning remain the foundations of the firm’s personalized approach aimed at sound financial health and wealth protection for clients.

For more information :

Jean-Pierre Cadorette
Partner & Portfolio Manager
Phone : 450.923.1960
info@imbeault.ca
www.imbeault.ca