Patrick-André Poisson, CFA, CIM, FCSI
Senior Portfolio Manager & Investment Advisor
Two Perspectives, One Shared Passion for Your Financial Peace of Mind
Working as a couple is far more than a professional arrangement, it's a life philosophy built on complicity, attentiveness, and a shared vision.
Our team brings together two rich and complementary backgrounds. On one side, deep expertise in financial analysis, portfolio management, and strategic rigor to protect and grow your assets with discipline. On the other, a mastery of client relations and personalized guidance, ensuring that every decision resonates with your life goals and your family's needs.
By choosing to work with our team, you're not simply selecting an advisor, you're entering into an attentive and responsive partnership. We combine the strength and institutional reach of RBC Dominion Securities with the personal touch and care of family-oriented, human-scale wealth management.
Your wealth at every season of life
Whether it's growing your assets, protecting them, generating income from them, or passing them on, we're here to support you!
Beyond investments, we see the bigger picture:
- Portofolio management
- Financial planning
- Tax optimization
- Will and estate Startegies
- Philantropic giving
We create a strategy tailored to your reality from the moment you build your wealth to the transfer of your legacy.
Professionals at your service
Solid investment expertise paired with a thoughtful and responsive approach.
Your wealth, your life, our commitment
Your wealth deserves more than investment. That's why we take a global approach that integrates financial, tax planning, and estate planning at every stage of your journey. We don't just manage numbers, we bring strategy and purpose to building, protecting, and transferring it to your next generation.
DISCOVERY
Understanding What Matters Most to You
Our first step: We start by truly getting to know you. Not through forms and checklists, but through genuine conversation. We listen to understand your life, your aspirations, and what concerns you most.
This deep understanding becomes the foundation for your unique strategy.
Together, we explore your concrete goals: retirement, home purchase, education, legacy. We discuss your lifestyle, liquidity needs, investment timeline, and risk tolerance. But most importantly, we uncover what financial security truly means to you.
STRATEGY
Building Your Personalized Asset Allocation
Asset allocation drives roughly 80% of your long-term success. That's why we invest our full expertise in crafting a balanced investment plan calibrated precisely to your goals.
Your allocation rests on three core pillars:
- Liquidity: For flexibility and urgent access. We structure this portion according to your liquidity needs that are accessible quickly.
- Fixed Income: To generate steady and predictable income. We have access to Canada’s largest fixed income inventory with government and corporate bonds, money market instruments, etc.
- Equities: For long-term growth, we have access to Canadian, U.S., and global markets. We diversify to maximize your opportunities.
Every allocation percentage is studied to fit your unique profile. You receive a clear investment policy statement that explains every decision.
This isn't a one-size-fits-all approach. This is your personalized strategy.
CONSTRUCTION
Building a Strategic, Diversified Portfolio
We don't believe in one-size-fits-all portfolios. We build yours strategically, with every holding earning its place through rigorous evaluation of quality, diversification, and fit.
Nothing is left to chance.
The result? A portfolio that reflects your goals, not a template.
ACTIVE MONITORING
Staying Informed and Connected at every step
After we build your portfolio, our commitment doesn't stop. We offer complete transparency: 24/7 online access, regular reporting (quarterly or monthly) with market insights and analysis, and a team available by phone or email.
You stay in control. Always informed. Never alone.
CONTINUES EVOLUTION
Adapting Your Plan as Life Changes
Markets shift. Economies evolve. Your life does too. That's why we review regularly your portfolio and adjust your strategy to keep it aligned with your goals.
Career advancement. Inheritance. The sale of your business. Approaching retirement. Family changes. These milestones deserve a strategy refresh, not outdated advice. We offer a long-term partnership where your wealth strategy evolves alongside you:
Always relevant, always aligned, always protected.
“What Type of Client Are You?”
Our strength lies in understanding your unique needs and designing solutions that truly align with your reality, ambitions, and specific challenges.
Young Investors
You're starting your investment journey with ambition and curiosity. We guide you in building strong financial habits, learning how markets work, and creating a solid portfolio for your future. Our team provides accessible advice, practical tools, and support to help you grasp investment principles and lay the foundation for lasting wealth.
Growing Couples and Families
Building a family and wealth together requires shared vision and thoughtful planning. We help you align your financial goals, protect your family from major risks, and create a legacy you'll be proud to pass on to your children.
Working Professionals
You've built a strong career and you're ready to make the most of it. We help you turn steady income into a coherent wealth strategy that balances your current needs with your future aspirations, while protecting you against the unexpected.
Business Owners
Your business is your greatest asset and deserves special attention. We help you strategically separate your business finances from your personal wealth, minimize your tax burden, and prepare for a successful exit when the time is right. Our team understands the unique challenges entrepreneurs face and offers solutions that drives growth while securing your future.
Retirees
Retirement isn't a destination, it's a new chapter full of possibilities. We ensure your retirement income supports your desired lifestyle, your investments generate the returns you need, and you maximize every available tax benefit to protect your quality of life.
Inheritors
Receiving an inheritance is a significant responsibility. We help you understand what you've received, protect it legally and fiscally, and transform it into a strong foundation for your financial future and your family's.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.