At Champoux Financial Group, our investment support is based on a personalized, rigorous approach aligned with your short-, medium-, and long-term goals. We build tailor-made portfolios adapted to your risk profile, personal priorities, and financial horizon.

Our solutions include a diversified and balanced asset allocation, combining stocks, bonds, real estate, structured products, and thematic funds. Depending on your preferences, we adopt active or passive management, while integrating responsible investment principles (ESG), which take into account environmental, social, and governance criteria.

Our team regularly monitors and strategically adjusts your portfolio based on market developments, your objectives, or new opportunities. We also offer specialized investments, such as technology, healthcare, and infrastructure funds, as well as private equity and alternative fund solutions, subject to eligibility.

The investment we offer also aims to effectively prepare for your retirement, organize the transfer of your assets, and optimize your tax situation, whether you are an individual or a business owner.

Why invest with us?
Because we help you maximize the growth of your savings while offering you objective advice, independent of any banking institution. Because we reduce risks through intelligent diversification. And above all, because we support you with expertise, transparency, and availability, in an approach entirely focused on your interests.