Every day, you manage the urgent. Together, let's plan for the important.
Our approach is designed to simplify day-to-day asset planning and management.
1
Understanding your reality and your vision of the future
Every family is unique. We begin by understanding the future you envision for yourself and future generations.
2
Develop a customized plan
Plan each step and anticipate future challenges to simplify the management of your wealth.
3
Select the right partners
Assemble a bespoke team if experts tailored to your unique wealth reality, delivering personalized guidance and support.
4
Coordinate wealth management
Establish a cohesive management framework, advising you on key decisions and overseeing the implementation of your wealth plan.
5
Passing on, having, knowing and being
Sharing our knowledge and expertise with you and your family to ensure a clear understanding and pass on strong wealth management habits.
6
Planning the transition
Provide support at all levels to guide you through the transition, ensuring smooth collaboration between the generations.
In the interest of transparency...
Understanding our business model
Today, nearly 100% of our revenues are recurring, generated by revenue-sharing agreements with our partners:
Investments
Group insurance
Personal insurance
Commercial insurance
In certain cases, we refer our clients' personal insurance needs to our partners, with whom we share commissions.
Most of our time is invested in adding value to each of our relationships.
By helping you ask the right questions, establishing priorities, optimizing your investments and their tax implications, and coordinating with your professionals the seamless implementation of these strategies to bring you greater clarity and peace of mind.
How does remuneration work?
It is our policy not to charge a fee for the time invested in analyzing and preparing your file.
Our remuneration comes mainly from commission sharing or management fees with our partners.
In this respect, when you work with GNR, we have the expectation that financial products or investments will largely be underwritten through us.
Some of our clients also entrust us with more specific mandates. For business continuity consulting, accompaniment, coordination or coaching services, GNR has a compensation plan based on an hourly rate of $500/hour.
GNR's confidentiality and privacy policies
Transparency forms the foundation of every lasting relationship. To gain a complete picture of your situation and provide you with solutions that reflect your reality, the exchange of information is essential. We coordinate with the various professionals involved, and produce the necessary documents when required. The information you entrust us remains strictly confidential and cannot be disclosed without your authorization.
AMF-compliant partnership agreements
Over the years, we have developed relationships with a number of financial professionals. These collaborations have enabled us to develop legal and financial agreements to effectively manage our interrelationships. These agreements comply with the rules required by the Autorité des marchés financiers (AMF), and involve no additional costs for our clients.
What you need to know about our complaint handling policy
Our complaint handling policy covers roles and responsibilities, the procedure for reporting a complaint, the investigation process, the procedure for generating the report, the steps for reporting to the AMF, and the complaint register.
The person responsible for implementing this policy within our organization is Ms. Natasha Hétu. She can be reached as follows: nhetu@gnr.ca and/or (514) 931-3952.
Upon receiving a complaint, the complaint handling process is automatically initiated.
Our organization, through the complaint handling policy, is committed to addressing your complaints appropriately.
For any questions related to our policy, you can contact the responsible person using the contact details provided above.
What you need to know about our personal information protection policy
Our personal information protection policy covers roles and responsibilities, hiring, consent, and service agreements. It establishes the general principles regarding the collection, use, and communication of personal information, the conservation of personal information, and the conservation of inactive files. It outlines how to properly destroy and anonymize personal information, where applicable, how to receive and properly handle complaints and requests from individuals wishing to exercise their rights. It includes the procedure for reporting a complaint, access to files, how to properly secure data, technological compliance (data security), protection of computer hardware, and the data backup process. It also governs passwords and access rights. It outlines the procedures to follow in the event of theft, loss, damage, breach of confidential information, or security flaws. Finally, it addresses issues with unavailable data, the protection of information exchange, management of computer hardware and access, management of third parties involved in IT support, handling of privacy incidents, as well as the incident response plan and identity theft.
The person responsible for implementing this policy within our organization is Ms. Natasha Hétu. She can be reached as follows: nhetu@gnr.ca and/or (514) 931-3952.
In the event of an incident involving the confidentiality of personal information, an incident management process is automatically initiated.
We also have a system for handling complaints related to the confidentiality of your personal information.
The person responsible for managing our complaint handling system is the same individual responsible for managing incidents. They can be reached using the same contact details.
Our organization, through the personal information protection policy, is committed to properly protecting your information.
For any questions related to our policy, you can contact the responsible person using the contact details provided above.
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