Having an experienced investment manager can help simplify the complexities of your wealth, and it can also help simplify your life. Through a disciplined process and investment choices based on your goals, time frame and risk tolerance, we can help you identify many opportunities, to help make your life easier.
We can provide you with investment services and guidance that make the most sense for you and your family. The Mary Hagerman Group will be there to help you each step of the way as you pursue your personal financial goals.
Dynamic thinking makes a difference
We consider ourselves architects of your financial life, personally consulting with you prior to employing hand-selected strategies with the intent of meeting your financial goals. Best-fit investment ideas come from collaboration and truly knowing our clients, and that’s what we offer you.
Impeccable attention to every detail
Attentive is an understatement. With our concierge-level client experience, we pay the utmost attention to you and your needs. We believe it’s this nuanced and proactive approach of handling every aspect of your financial life that sets us apart. Not to mention our steadfast commitment to excellence and dedication to quality.
- 1000 De La Gauchetière Street West Suite 2600 Montreal, QC H3B 4W5
- 438.844.6661
- 514.871.1481
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