We strive to provide our clients with a complete & detailed solution to all their financial needs. We go beyond our job description to ensure that each client has a suitable plan in place. A tailored plan that meets all their short & long term objectives.
We make ourselves available outside of the regular 9 to 5 because we know that our clients lead a busy life. We adjust our procedures & solutions to accommodate our clients' unique requirements.
Let us show you how we have given hundreds of our clients' peace of mind.
Saint-Laurent, QC H4T 1V6
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Attached to PEAK Investment Services. This site is intended for residents of Quebec and Ontario.
Mutual funds are distributed through PEAK investment services. An investment in a mutual investment fund can give place to broker fees, trailer commission fees, management fees and other fees. Please read the prospectus before investing. Mutual investment funds are not guaranteed, their value can vary often, and past performance is not an indicator of future returns. PEAK investment services responsibility is limited to distributed products.
Working under the largest independent dealer in Canada (PEAK) this means no pressure to meet quotas or push specific products. Our recommendations are always in your best interest.
We believe every client is unique. We take the time to understand your specific financial needs and goals, providing custom solutions designed just for you.
Our team collaborates with a vast network of professionals, including accountants, notaries, mortgage brokers, and lawyers. All work together to provide you with comprehensive financial advising.
Book your free meeting!
Saint-Laurent, QC H4T 1V6
Live with peace of mind
TRUSTED EXPERTISE, PROVEN RESULTS
1. Free meeting
Easily schedule your free meeting. We'll discuss your financial needs, understand your goals, and explain how our services can help.
3. Tailored financial plan
We build a personalized financial plan unique to you. This plan includes specific recommendations for investments, retirement, estate, insurance, and tax planning.
2. Data collection
We gather detailed financial information to design a plan that aligns with your current situation and future goals.
4. Implementations
Implementing your tailored financial plan into action.
5. Progression
Provide periodic statements and information to ensure we are continuously on the right track to your goals.
6. Review
Periodic meetings to discuss our progress and adjust any changes from the implementation stage.
Personal & Family Situation
We provide comprehensive advice on personal and family matters, including laws regarding different civil statuses and family planning. Our goal is to ensure that your financial plans align with your personal circumstances and family needs.
Laws regarding different civil statuses
Family planning
Financial Situation
Specific purchases (ex. first home)
Debt management
Review mortgage
Group retirement savings plans
• RRSP & RRIF
• LIRA & LIF
• TFSA
• RESP & RDSP
Investments *
• FHSA
• Non-Registered
• Corporations
Situation at Death
Ensure peace of mind with comprehensive will reviews, tax planning, and succession strategies.
Review will
Taxes payable at death
Life insurance analysis
Business succession planning
Retirement Situation
Secure your future with detailed retirement planning and projections tailored to your situation.
Retirement planning
Retirement projection
Review employer pension plans
Review government pension plans
Tax Situation
Minimize your tax burden with expert advice on income splitting, business structure, and after-tax returns.
Reducing income taxes
Income splitting
Optimizing after-tax returns
Review business structure
Protection Situation
Safeguard your assets and loved ones with mandates, power of attorney, and insurance analysis.
Review mandate of incapacity
Review general power of attorney
Life insurance analysis
Living benefit insurance analysis
Business insurance analysis
Unlike big banks, we provide tailored plans to your unique needs.
Personalized Service
Our team is readily available to answer your questions, even evenings and weekends.
Quick Response
We only recommend products you truly need with no pressure to push in-house products.
Unbiased Advice