BECAUSE UNITY IS STRENGTH
The cabinet’s history in time
Symbiose was born of the partnership created between Martin Leduc, François Saumure and Pascal Leduc.
Everyday, we help our clients in planning and protecting their financial future. Our only priority is to give them the best of our expertise, and we have decided to combine our respective strengths and benefit our customers.
The idea of setting up a firm is also linked to our philosophy of cooperation and complementarity. Being several professionals under one roof, offers the opportunity to exchange on certain topics of finance, new products, effective strategies, etc. This is the experience of 3 financial specialists gathering in one place.
Another important advantage is that our clients will never find themselves without the services of their counselors in case of disability for a short or long term. In order to prevent this situation from affecting the services of our customers, we decided to join forces for the creation of Symbiose – Gestion et Protection du Patrimoine. One of our advisors takes a vacation? Do not be afraid, our partnership ensures that one of the other two partners will meet your needs with the same level of quality and attention you know well.
The origin of the name Symbiose
We chose Symbiose because it shows how important it is for us to work closely with clients, other members of the firm, as well as the external resources necessary for the client’s file. The addition of Gestion et Protection du Patrimoine is also significant as we want to emphasize the importance of PROTECTING your heritage and not just managing it. Your financial health is important to us, and it goes far beyond words.