Wealth Management and Wealth Engineering Advisory
Personalized Wealth Management and Wealth Engineering Advice addressing all the questions you may hesitate to ask aloud.
Our expertise
Wealth Engineering
Wealth management advice aims to implement a comprehensive strategy to optimize your assets.
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Investment Advice
Investment advice allows you to benefit from our analysis of investment products with selected partners.
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Mortgage Brokerage
Real estate investment is an essential asset for developing and diversifying wealth.
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Invest with confidence: grow your wealth in complete serenity, find time for what matters most, while never losing control of your investments.
Gary Vigier
Optifi’s CEO
Our support
Throughout our collaboration, we involve you in every decision to define a strategy that will help you optimize your wealth development and monthly savings capacity. All the solutions we propose and implement comply with regulatory standards and our code of conduct.
As experts in wealth management and wealth engineering advice, we ensure that each recommendation is tailored to your life goals.
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Audit
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2. Proposals
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3. Implementation
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4. Monitoring
Our values
Transparency
We strive to offer you clear and transparent advice.
We are also committed to answering all your questions openly and promptly.
We are also committed to answering all your questions openly and promptly.
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Demystification
Does the financial and economic world seem distant to you?
We are here to help clarify things for you and, above all, to give you all the keys to understanding it.
We are here to help clarify things for you and, above all, to give you all the keys to understanding it.
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Excellence
This is expressed on several levels, but especially in our commitment to our clients.
As such, defending our clients’ interests is at the heart of the relationships we develop.
As such, defending our clients’ interests is at the heart of the relationships we develop.
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