Our services
Get answers to all your financial questions from
our dedicated team of specialists.
Solutions designed to meet your needs
Our expertise is second to none. We will give you peace of mind with our comprehensive financial planning platform, personalized solutions and exceptional service.
Simplifying your life
Our specialty: Making it easier for you to manage your finances, no matter what your needs, goals or situation are.
Our wide range of services allows us to tailor our recommendations to each profile and work together to find the best solution for you.
Our role
Create a personalized financial plan based on proven principles, in collaboration with professionals such as:
- Portfolio managers
- Financial planners
- Accountants
- Tax specialists
- Lawyers
Our approach
I work with all these professionals, as well as with a number of technological tools in order to make the best decisions possible.Here are the steps we take to set up your financial program:
1) First contact
- Gathering information about your personal and professional life
- Discussion about your life goals, your projects, your dreams, your family, etc.
- Discussion of your investment experiences and risk tolerance
- Drawing up a clear financial
balance sheet
2) Second contact
· Establishing a target asset allocation
· Explaining the proposed financial tools
· Discussion of incorporation and its tax benefits
· Discussions on RRSPs, TFSAs, RESPs, capital gains, dividends, interest, etc.
· Answers to your questions, comments
3) Decision
