Our Story

For some time now, I have been thinking about creating a corporate image that truly represents me, and finally, here it is. After 20 years in business, I am very proud to present to you our new business logo.

“EO” represents Eastern Ontario. This logo bears various shades of blue since this colour instills stability, harmony, peace, calm and confidence. I am originally from Eastern Ontario; it is my region and I am very proud of it. I care deeply about the people who live here, which obviously does not mean I can’t broaden my client base beyond this zone! It is important for me to show my roots through this logo.

The tree in the “O” represents family. If you look closely, you will see individuals in the tree. These individuals can be your spouse, your children, your parents, your grandchildren, etc. My goal is to not only serve my clients but also their loved ones, namely their family. As for the colour choices for the tree, we opted for green and gold. Not only is green a tree’s natural colour, but it also represents growth, which is always our goal in the world of finance, to “increase your assets”. Gold represents No. 1 as it is also our goal to be No. 1 in the wide array of services we offer.

And finally, the tree is solidly rooted in the “O” because our philosophy is to set down-to-earth and achievable goals. The top part of the “O” provides a shelter under which your family is covered against the unpredictable nature of the financial market, just as we will guide you to help you face every life event.

– Luc Bessette

Our Values

Every one of our decisions is made with the client’s best interest at heart. Our core central values that guide all of our dealings with clients, suppliers and partners.

  • Integrity:

    We treat each one of our clients with honesty, dignity and integrity.

  • Respect:

    We listen carefully to our clients’ needs and desires and always take them into consideration before recommending a solution or products

  • Knowledge:

    We stay on top of trends in the world of financial planning and asset management and we share our knowledge with our clients.

  • Fairness:

    We make sure that our clients are treated with fairness and objectivity. We strive to provide services that will enhance the well-being of our clients

  • Balance:

    We seek the best possible investment returns for our clients while ensuring that their portfolio is stabled and well-balanced.

Our team



Portfolio Manager
Senior Investment Advisor
iA Private Wealth

Insurance Advisor*
EO Wealth Management Inc.

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Associate Investment Advisor
iA Private Wealth

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Executive Assistant to Luc Bessette

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Administrative Assistant to Luc Bessette

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