John Germain

Are you ready for retirement?

Welcome

Your money, like all valuable resources, is precious. And it’s my job to help you make the most of it — by providing financial solutions that are based on what you need, instead of what we have to sell. As your needs and the financial markets change over time, solutions will be adjusted, using our fundamental and technical research to help to both anticipate the opportunities and minimize the risks. This way, you can get the most out of all your assets.

Global Insight 2025 Outlook: Beyond the Horizon

Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »

Become a client

If you are not already a valued client, I invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets.