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Testimonials

AT YOUR SERVICE

In order to manage your wealth optimally, we take the time to discuss your situation, understand the issues your deal with daily, grasp your financial aspirations and goals, be aware of your family situation as well as your wishes and intentions for the future.

We do this by employing a comprehensive and proven analysis strategy that covers all of your needs. You are at the core of every step we take.

A SOLID PLAN

 

Getting to know each other

As with any relationship, we want to build sound professional ties where both parties know each other well. We will introduce you to the members of the team assigned to you. We will strive to learn as much as possible about your goals, your priorities, your future projects, your family, your financial needs, your fears, your concerns – so we can really get to know you.

 

Giving you a snapshot of your situation

By our second meeting, we’ll already be assessing your current financial situation. What is your current situation? What are your financial goals? Together, we’ll also address your risk management needs.

 

Implementing your plan

Once we have all the details, we will present you with a personalized financial strategy. We will open your account and provide you with your online login information. Once your assets have been transferred, we will send you a confirmation, and then we will jointly draft your Investment Policy Statement.

 

Monitoring your strategy

We’ll take the time to track the progress of your personalized strategy. We’ll review your portfolio’s performance to make sure it is still in line with your expectations, and readjust when warranted. We will go over your first statement together and will contact you regarding quarterly reviews.

 

Being reachable at all times

We will produce a comprehensive report of your portfolio, including a breakdown of your assets by sector, geographic region, correlation, etc. We will send you a quarterly newsletter explaining the most recent market developments and our macro-economic outlook. We will issue financial letters covering our take on market events and the active management of your portfolio. Each year, we will schedule time to meet with you as needed to do a thorough recap and review of your strategy.

AT A GLANCE

Because life has its share of unforeseeable events, because your aspirations might change, because nothing is unalterable, we commit to managing your wealth in accordance with different stages of your life.

Once your financial strategy is set, we’ll move on to analyzing the other financial needs in your life. Doing business with us means you’ll also enjoy access to a range of complimentary services courtesy of the National Bank.

 

 

We will provide you with a complete report to facilitate the filing of your yearend income tax returns.

 

We can recommend the most effective specialists in their respective fields : accounting, notary , tax, law, etc.

 

We will track your portfolio daily and contact you on a quarterly or annual basis, as you need.

 

We will put your entire portfolio online so you can follow how your strategy is progressing.

 

We will be available for any and all questions whatsoever.

Testimonials 

« Je trouve que le monde des finances est trop complexe. Il y a trop d’actions, de fonds, de gestionnaires et de variables à considérer. Avec Cathy, j’ai une bonne compréhension de mon portefeuille et notre stratégie à long-terme est claire. »

Marie-Claire Pelletier, CHSLD Brompton - Septembre 2006

« Pour la première fois, j’ai l’impression que mon conseiller en placement m’écoute! J’aime pouvoir prendre moi-même mes décisions mais j’aime que Cathy m’explique clairement mes options et leurs conséquences. »

Daniel Couture, directeur des ventes, Dismed Inc. - Juin 2007

« J’aimerais par la présente vous faire part de mon appréciation pour le grand professionnalisme et la grande courtoisie de madame Cathy Duval qui est responsable de mon portefeuille de placements à titre de conseillère en placement depuis l’automne 2006. Comme je l’ai indiqué à Cathy hier, lors de notre rencontre annuelle habituelle, c’est très agréable de travailler avec des jeunes femmes ayant la formation et de grandes compétences dans leur domaine. Toutefois, ce qui caractérise Cathy, selon moi, c’est son enthousiasme et même sa passion pour le travail qu’elle fait et la qualité de ses relations avec ses clients qui sont l’une de ses grandes priorités, sinon la plus grande. »

Anne-Marie Bourgouin, Avocate - Mars 2010

« Contrairement à beaucoup d'autres conseillers que j'ai eu par le passé, Cathy fait un suivi régulier avec moi. Elle est toujours disponible pour discuter et ses conseils sont toujours appréciés. C'est une conseillère avec beaucoup d'énergie et d'intensité dans son domaine. »

Luc Roy, Ingénieur - Novembre 2010

« Dévouée à son travail, elle participe activement à notre réussite financière. Je vous la recommande chaudement! »

Lyne Vincent - CEO LCV Pharma - Novembre 2010

« Pour quelqu'un qui se cherche un (e) vrai (e) conseiller (ère) financier (ère), Cathy est une référence. C'est la seule que j'ai vu personnellement dans ce domaine qui est aussi bien préparée à chaque rencontre/conversation et qui a une très grande connaissance de ses sujets. »

Jean Sicard, CEO Data Carte Concepts - Novembre 2010

« Many financial advisors have approached me over time to manage my retirement savings. Cathy Duval was the first one to offer me real value that I felt I could trust. I entrusted her with my life savings right from the start and it was the best investment decision I have made. I have no hesitation in recommending Cathy. She is extremely knowledgeable, diligent and provides both excellent timely advice, and first class service. »

Senior Legal Counsel and Deputy Corporate Secretary at CGI Group Inc. - 12 novembre 2010

« A few years ago I decided to trust Cathy as my financial advisor. As I was not satisfied with my previous advisor so Cathy's timing in contacting me to offer her services was ideal. She came across as being professional, knowledgeable and well qualified in her field. That was approximately 5 years ago and I'm glad I decided to go with her as my advisor. She has, over the years, stayed in touch regularly and has provided me with some good advice regarding my portfolio. I would highly recommend her services to anyone looking for sound financial advice. »

Gaston Landry CPA, CMA - Canadian Business Consulting Manager - 12 novembre 2010

« Cathy's services were retained in 2009; she has been very reliable since ; I highly recommend her services. »

Daniel Potvin, CPA, CA - Forensic Accounting and Litigation Support - 13 novembre 2010

« Cathy is always taking the time that we need; We often leave a meeting with her having the impression that she is working for us almost full-time and this is very nice. She is dedicated. »

Claude de Lanauze - Directeur National de Produit at Hettich Canada LP - 15 novembre 2010

« Cathy makes sure she understands our situation and adapts her strategies to it. She also takes the time to answer any questions we have prior to a decision. Overall we feel we have great services and good results. »

Sylvain Dumas - General Manager at Dufault Électrique - 24 novembre 2010

« Je recommande chaudement Cathy, pour ses qualités professionnelles et ses résultats, bien sur, mais aussi pour sa capacité d'écoute, sa disponibilité et ce don si peu répandu de pouvoir se mettre a la place de ses interlocuteurs. Si vous n'êtes pas encore convaincus, son charme fera le reste. »

Joël Chotte, VP marketing Star Navigation System Group - Décembre 2010

« Cathy sait comment nous conseiller et a une connaissance équilibrée des marchés financiers. Elle a une bonne et prudente vison des tendances et sait nous en avertir au moment opportun. »

Michel Cormier, Geology Manager, Ghana chez Adamus Resources Ltd. - Décembre 2010

« Mme Duval a toutes les compétences auquel je m'attend d'une conseillère financière mais ce que j'apprécie c'est quelle a une écoute extraordinaire et qu'elle est nous aborde avec une approche très personnalisée et humaine. C'est un plaisir de discuter avec elle! »

Mario Bibeau, Architecte STM - Janvier 2011

« Cathy est une conseillère financière avisée qui est continuellement à l’affut des marchés. Elle a une excellente compréhension de l’univers financier et elle sait transposer ses connaissances en résultats, au bénéfice de ses clients. »

Louis Desjardins, CEO Mardigrafe - Mars 2011

AWARDS AND DISTINCTIONS

IIAC Top Under 40 Award – 2016 Edition

IIAC Top Under 40 Award – 2015 Edition

Young Guns Top 10 Investment Advisor Under 35 in Canada - 2014

Investment Advisor of the Year – NBF - Montreal Area - 2013

Best Asset Growth – NBF - Montreal Area - 2013

Best Asset Growth – NBF - Top 2 in Canada - 2010

Best Asset Growth – NBF - Top 2 in Canada - 2009

Biggest Contribution - Fondation Jean-Lapointe – Dragon Boat Race Event - 2007, 2008 and 2011

Rookie of the Year Finalist - Canada – NBF - 2005-2006

Check our other publications

Contact Us

Please feel free to get in touch with us.
We would welcome the opportunity to be your main advisor.

Get to know us

Phone: 514-871-3474

Email: cathy.duval@nbf.ca

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1, Place Ville Marie, Suite 1700

Montréal, Québec

H3B 2C1

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