In finance and insurance, the quality of a relationship is based on rigorous, honest and transparent information.
Let's develop a strategy that is tailored to your goals and situation.
Let's base your expectations on realistic projections that factor in the unexpected.
Let's apply the most reliable data to construct scenarios that reflect reality.
With a passion for finance and business, Charles Gaucher holds a Bachelor of Commerce degree from the University of Ottawa. He is also a member of the Chambre de la sécurité financière.
His work is guided by his strong sense of ethics and his ability to build lasting relationships that are rooted in transparency, trust and efficiency.
By keeping an eye on the big picture and fostering a passion for finance, we are able to develop creative strategies that meet our clients' goals.
By understanding our clients' challenges, we make decisions that protect their interests.
The success of a financial plan hinges on the balance between creativity and security.
Building wealth is not just for the rich. It's more a question of consistency. The key is to define an investment budget that suits you and that you will be able to maintain without having to deprive yourself.
Mutual fund dealer affiliated with WhiteHaven Securities
Member of the Chambre de la sécurité financière
Graduated in 2016 with a degree in Business Science from the University of Ottawa
Certificate number of the Autorité des marchés financiers: 240577