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Bruno Mercier and Madeleine Mercier, Investment Advisors │ 1-800-537-0569

Our Services




Focusing on service
Bruno and Madeleine have made client service and the development of long-term client relationships the cornerstone of their operating philosophy. The team will go out of its way to fully understand the needs of its retail, corporate and institutional clients, and to respond with creative solutions and value-added services. The Mercier distinguishes themselves by prioritizing recruiting top-notch professionals to assist them and to ensure that they remain among the best qualified in the industry.

We believe in the importance of a business relationship based on partnership and a shared vision
We believe that an environment where risks and emotion are present, calls for a proven process and a rigorous methodology
We believe in the necessity of portfolio diversification
We believe that the risk-return relationship can be optimized by the effective use of multiple different managers
We believe that transparency is essential in any business relationship
We believe that asset growth entails an exponential increase in the complexity of needs and requirements
We believe that excellence concerning portfolio management must be accompanied by highly customized professional service

We aim to give you peace of mind
By protecting assets
Understanding your needs and goals
Our process is clear and understandable
Clients have experienced success with our process


Our priority: Your financial success!


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