Duchesne Sullivan Advisory Group

We are a team of three individuals with a combined experience of 59 years in financial services. Our experience, ranging from retail banking through working for institutional portfolio management, provides unique insights when performing our role as comprehensive wealth managers for individuals and their families.

We gather and rigorously examine each client's current financial status with the aim of continuously uncovering opportunities where value can be extracted.

Our clients benefit from our expertise in asset allocation, asset location, unbiased investment due diligence and our knowledge of the broad investment landscape.

We are committed to existing relationships first. Our goal is growth of our client's portfolios before growth in the number of client portfolios.

Every element is designed to support your goals

Investment management

Benefit from rigour and discipline through market cycles with a suite of investment solutions aligned to your goals.

Private banking

Experience sophisticated banking expertise and services that deliver your unique financial vision and strategy.

Wealth planning

Access specialized expertise to structure, preserve and optimize your wealth.

Estate and trust

Access solutions for some of life's most significant decisions and shape your lasting legacy.

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Our Team

Learn more about our team.

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Address

Duchesne Sullivan Advisory Group Address

555 Legget Dr

Suite 1030

Kanata, ON K2K 2X3

Telephone number: (613) 239-2854

Toll-free: 1 (888) 801-3335

Fax: (613) 271-1509

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