About Stratèges Gestion De Patrimoine

Stratèges Gestion De Patrimoine is a second-generation family business that has been in the financial services industry for over 35 years.

The knight represents strategy and the analysis of situations. The strategist, for its own part, is defined as a specialist, a practitioner who “competently and skillfully designs the way to carry out an action so that it renders the best results.” For us, it is obvious that strategy must be positioned at the centre of financial planning, otherwise the integration is neither optimal nor effective. At Stratèges GDP, it is about advancing our client in all aspects of managing their wealth by implementing a strategic financial plan that is in line with their goals and objectives.

At Stratèges GDP, the relationship with our clients is at the heart of our business model. Our priority is the financial health of each and every one of them. Our corporate values are defined by integrity, family, respect, communication, transparency and rigour.

About Stratèges Gestion De Patrimoine

Stratèges Gestion De Patrimoine is a second-generation family business that has been in the financial services industry for over 35 years.

The knight represents strategy and the analysis of situations. The strategist, for its own part, is defined as a specialist, a practitioner who “competently and skillfully designs the way to carry out an action so that it renders the best results.” For us, it is obvious that strategy must be positioned at the centre of financial planning, otherwise the integration is neither optimal nor effective. At Stratèges GDP, it is about advancing our client in all aspects of managing their wealth by implementing a strategic financial plan that is in line with their goals and objectives.

At Stratèges GDP, the relationship with our clients is at the heart of our business model. Our priority is the financial health of each and every one of them. Our corporate values are defined by integrity, family, respect, communication, transparency and rigour.

SERVICES

Stratèges Gestion De Patrimoine specializes in five main areas of financial security. Discover each of them! Discover each of them!

Our team is here to listen

FROM EXPERIENCE TO VIVACITY

From generation to generation, from experience to vivacity, this complementarity allows us to offer our clients a complete, different and high-quality approach. Our in-depth knowledge, our unique know-how and our human-centred and personalized client approach have been the keys to our success over the years.

We are always determined and committed to go above and beyond, to allow our firm to evolve and innovate over time. Our primary goal is to contribute to your success.

Learn more about our team

Our team is here to listen

FROM EXPERIENCE TO VIVACITY

From generation to generation, from experience to vivacity, this complementarity allows us to offer our clients a complete, different and high-quality approach. Our in-depth knowledge, our unique know-how and our human-centred and personalized client approach have been the keys to our success over the years.

We are always determined and committed to go above and beyond, to allow our firm to evolve and innovate over time. Our primary goal is to contribute to your success.

Learn more about our team

“We got in touch with Stratèges Gestion de Patrimoine for our life insurance and wealth management needs and we were charmed by their warm and human-centred approach as well as their availability. Alexe went out of her way to adjust to our busy schedule and to respond quickly to our needs. We greatly appreciated her frank and personalized advice.”

Daphnée Beauchamp, lawyer & Anthony Richard, engineer

“I’m self-employed, and Alexe has been very helpful in organizing and planning my investments, as well as choosing insurance that suits my needs. She is professional, dedicated and offers personalized service. I am completely satisfied with the service I received and I recommend Stratèges Gestion de Patrimoine without hesitation.”

Nadia Martin, speech therapist

“I’m proud to provide my testimonial of a professional relationship of several years and my gratitude for the judicious and accurate advice in the management of my investment portfolio; a confidence that has developed over the years and shows a promising future.”

Claude Lapierre CPA,CA, Premier Vice-President, Finance & Technologies,, Fleury-Michon Amérique

“I highly recommend Alexe Audet as a financial advisor. She listens to her clients and their needs. She performs regular follow-ups in order to best meet the financial needs of her clients. She is very organized and takes the time to fully explain the various financial concepts to maximize her clients’ understanding.”

Alexandra Gratton, chiropractor

« I am extremely pleased with my client-advisor relationship with Yves St-Denis. In addition to being excellent in his field, Yves is sensitive and attentive to my needs. He takes the time to respond to all my questions and he makes sure to fully understand me and my needs. His professionalism and work ethic are the reasons why I choose him to handle my finances and those of my family. Whenever I can, I refer him without hesitation.»

Katrine Landry, Osteopath

Do you have any questions?

Contact us

Do you have any questions?

Contact us