Financial Planning

Our clients’ personal financial planning; stability, viability, and longevity is our utmost priority. After all, wealth is going to be controlled by households that are focused on security, not prosperity, and we firmly believe that wealth comes not from what you earn, but from what you do with what you earn.

The four keys to this are:

1) Spending less
2) Saving more
3) Investing wisely
4) Managing risk

We are committed to teaching our clients how to achieve this quickly and thoroughly.

Aside from this, we also offer advice and services for a wide variety of financial concerns, such as personalized insurance to meet your specific needs, as well as end-of-life and dignity planning.


Our Mission Statement

In personal and private spheres, our mission is to help professionals starting their careers realize their goals of financial independence.

In order to start on the path of wealth accumulation, it’s important to understand the pitfalls involved in navigating today’s fast-paced, credit-based society. It’s easy to fall into a financial hole if you don’t know how to manage your money, which is why it’s imperative to educate yourself on making the right financial decisions.

We will help you do just that. As the “Personal Trainer" of your finances, we aim to have you make informed choices that will help you get your dream house, car, yearly vacation, security for your family, fund your favorite charity and/or build the legacy you will leave behind.

Financial Planners Montreal
Financial Advisors Montreal

Offense Plan

  • Goal oriented – aim to secure personal/business objectives (financial freedom) Work because you love what you do, not because you have to do it.

  • Investment management

  • Financial planning

  • Private banking solutions

  • Estate planning

  • Charitable donation/ Planned giving
financial planning montreal
financial planning montreal

“We don’t rise to the level of our expectations, we fall to the level of our training.”



Defense Plan

  • Debt & Income replacement

  • Wealth management

  • Legacy planning

  • Estate preservation/protection

  • Wealth transfer

  • Replacing someone’s economic value

  • Paying estate taxes (taxes at death)

  • Protecting businesses from financial loss – key man protection

  • Next generation wealth transfer

  • Dignity planning – Protecting quality of life

  • Income protection solutions

  • Savings protection plan

  • Home/Auto insurance

  • Disability insurance

  • Critical illness protection

  • Travel insurance

  • Dental insurance

  • Pension plans

Demander une consultation

Contacter l’un de nos planificateurs financiers à Montréal.