Investment advisors to meet your needs

If financial success is one of your goals, seeking out a reliable advisor is the first step. Such a long-term collaboration is the right decision to help you grow and preserve your wealth.

When you call us, you’ll benefit from tailor-made support to develop a solid plan, with complete confidence.

Over 130 years of experience at your service

Our team is affiliated with iA Private Wealth, a subsidiary of iA Financial Group. This is one of Canada’s leading insurance and wealth management companies. Founded in 1892, the company continues to build an impeccable reputation for professionalism and rigor.

Our process

At Thibault Bravot Gestion Privée, every client is unique, and our process reflects this personalized approach. We advocate a simple, structured and collaborative approach to building, protecting* and optimizing your wealth, while adapting to your needs and priorities.

Step 1

Discovery

We start with a meeting where we take the time to fully understand your financial situation, your ambitions and your values. This is an essential step in building a relationship of trust and clarifying your short-, medium- and long-term objectives.

Step 2

Assessment of your current situation

We conduct a detailed analysis of your finances, including your assets, liabilities, investments, insurance* and tax situation. This assessment helps us identify opportunities and strategies to optimize your wealth.

Step 3

Customized strategy proposal

We design a personalized strategy based on your situation and aspirations. This approach includes solutions tailored to each stage of your life, taking into account your priorities—whether they are growth, preservation, or transmission.

Step 4

Implementing solutions

Once the strategy has been validated with you, we act. Our team coordinates the implementation of the various solutions, always in collaboration with you, to ensure smooth and efficient deployment.

Step 5

Monitoring and adjusting your plan

Your life evolves, as do the financial markets and opportunities. That's why we regularly monitor and adjust to your needs and changing circumstances. Our aim is to ensure that your plan remains sustainable and optimal at every stage.

With this process, you benefit from a rigorous, human approach designed to help you achieve your financial goals with peace of mind.

Investment advisors to meet your needs

Over 130 years of experience at your service

Our process

Ready to protect* your financial future?