Notre raison d'être

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Our raison d'être

At La Clinique Financière, we believe that institutions must serve human beings and not the other way around, and that each of us has the right to a free livelihood without regrets.

To achieve this, sound management of our finances is essential and, like everything else, success comes with its own effort. We are here to guide you to organize, select and materialize your targets. You will move in the right direction, with the peace of mind of being well equipped to ward off the unexpected.

We are an independent firm of financial advisors and put all our experience at the service of people, who, like us, care about their financial health and that of their loved ones.

 

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"Create an environment where we are pleased to work together, where the interests of clients, advisors and suppliers are aligned in the same direction and where, as owners, we participate in the development of a company that makes us proud."

A certain number of master ideas inspired the creation of La Clinique Financière. They are the basis of what we call the Clinique's "dream" - a dream based on values that are very important to us. This dream vies assembling an extraordinary  team of men and women that share these values and that take heart in building a company corresponding to their aspirations - « their company ». In its turn, this team will garner with the years a client base that will make us extremely proud and take pleasure in serving with great expertise. The master ideas of this dream find root in a very basic concept, the one that has initiated the establishment of La Clinique Financière right from the beginning.