Live with peace of mind

Financial planning built for you.

Our mission is simple

Short & Long Term Objectives

Flexible Meeting Times

Tailored Financial Plans

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.

Our Team

Alex Melkonian, BComm, CIM 

- Financial Security Advisor 

- Financial Planner (Pl. Fin.) 

After completing my Bachelor’s in Finance at Concordia University (JMSB), I started my career in the investment sector. It was while working there that I realized I was very passionate about two things: numerical analytics and serving clients. After a few years in the investments industry, I decided to embark on a new challenge by joining the corporate finance world. I soon realized that I was moving away from my true passion, so I returned back into the investment world and opened my own practice. 

Since that day, I've never looked back.

We serve all our clients with the same level of integrity, quality and personalized service. You are not just a number. We believe that each client has a unique and personal situation and following one standardized path is not the answer.

Alexander Cankul, CIM  

- Financial Security Advisor

My first opportunity to work in the financial services industry came in the late 2000s, as a part-time administrative assistant for a financial planner. I was constantly impressed to see how much time & effort he devoted to helping his clients. A few years later, I partnered up with Alex to create our own practice. Having completed my Chartered Investment Management (CIM^®) and Insurance of Persons early on, I’ve combined my expertise to better serve and assist our clients. 

With a broad range of specialists on our side, we can focus on the fundamentals of our practice, which is centered on taxation, retirement, estate, succession planning & corporate accounts. We understand every customer is different, as are their needs. Just like a tailor-made suit, we provide a custom solution for each individual.

*Alex Melkonian provides insurance and financial planning services as an independent representative and these services are offered independently of PEAK Investment Services Inc. PEAK Investment Services Inc. is registered as a mutual fund dealer, restricted dealer, scholarship plan dealer and is limited to investment products such as mutual funds and guaranteed investment certificates.

*Alexander Cankul provides insurance services as an independent representative and these services are offered independently of PEAK Investment Services Inc. PEAK Investment Services Inc. is registered as a mutual fund dealer, restricted dealer, scholarship plan dealer and is limited to investment products such as mutual funds and guaranteed investment certificates.

Our Financial Planning Process

Test & true, built to suit your reality.

Goals & Priorities

Data Collecting

Financial Plan

Rebalancing

Financial Progression

Annual Review

Our Services

A complete financial plan goes beyond simply choosing the right investments. It is an aggregate of many areas that link together to complete a client’s full situation. We put our focus in 6 key areas. This allows us to evaluate which aspects are not optimized and need further efforts. Once all these areas are thoroughly analyzed, only then can a complete financial recommendation be made. 

Financial Situation

• Specific purchases
• Debt management
• Review mortgage
• Group retirement savings plans
• Investments *
  • RRSP & RRIF
  • LIRA & LIF
  • TFSA
  • RESP
  • Non-Registered

Personal & Family Situation

• Laws regarding different civil statuses
• Family planning

Situation at Death

• Review will
• Taxes payable at death
• Life insurance analysis
• Business succession planning

Tax Situation

• Reducing income taxes
• Income splitting
• Optimizing after-tax returns
• Review business structure

Retirement Situation

• Retirement planning
• Retirement projection
• Review employer pension plans
• Review government pension plans

Protection Situation

• Review mandate of incapacity
• Review general power of attorney
• Living benefit insurance analysis
• Business insurance analysis

Live with peace of mind

Our happy clients

See what people are saying.

" Alex is trustworthy. He always answers or calls back within minutes. He made sure I understood how my investments work, how RRSPs work, how much I can put in my TFSA ... He provides a great service and is always there to answer all question. Alex has my best interest at heart and makes me feel like my money is safe with him. "

Frederic J.

" When I came to discuss the options that were available for my finances, I was impressed with the personalised professional service and advice Alex gave me. The financial plan prepared was tailored to my situation and future needs. I felt very comfortable in putting my finances in his hands. I have no hesitation in recommending his services with complete trust. Thank you for the continuous help, looking forward to continuing working together. "

Dorothy T.

" It’s been 5 years that I’ve been dealing with Alex and he’s been great as my financial advisor & planner. I can call him at any time during the day and he’s available. More than that, he’s keen on answering all my questions and concerns. He really does know how to give you that white glove service. I’m not too familiar with all the investment jargon, he’s able to simplify everything and tell you exactly what you’re investing in and what to expect from it monetary wise. It’s really helped me in saving for my first home purchase! "

Anthony R.

" Upon our first meeting, Alexander not only demonstrated an acute understanding of my needs, he effortlessly consulted me on what the best strategy might be with my company and showed me all the solutions available. He gained my trust instantly and became someone I can contact any time of day for his opinion. "

Nick R.

7575 Trans Canada Route, Suite 555

Saint-Laurent, QC H4T 1V6

Give us a call:

(514) 225-0758

info@melkonianfinance.com

Let's Connect

© Melkonian Finance. All rights reserved.

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.

Alex Melkonian, BComm, CIM 

- Financial Security Advisor

- Financial Planner (Pl. Fin.)

After completing my Bachelor’s in finance, at Concordia University (JMSB), I started my career in the investment sector. It was while working there that I realized I was very passionate about two things: numerical analytics and serving clients. After a few years in the investments industry, I decided to embark on a new challenge by joining the corporate finance world. I soon realized that I was moving away from my true passion, so I returned back into the investment world and opened my own practice. 

Since that day, I've never looked back.

We serve all our clients with the same level of integrity, quality and personalized service. You are not just a number. We believe that each client has a unique and personal situation, and following one standardized path is not the answer.

Alexander Cankul, CIM

- Financial Security Advisor 

My first opportunity to work in the financial services industry came in the late 2000s, as a part-time administrative assistant for a financial planner. I was constantly impressed to see how much time and effort he devoted to helping his clients. A few years later, I partnered up with Alex Melkonian to create our own practise. Having completed my Chartered Investment Management (CIM^®), and Insurance of Persons early on, I’ve combined my expertise to better serve and assist our clients.

With a broad range of specialists on our side, we can focus on the fundamentals of our practice, which is centered on taxation, retirement, estate and succession planning & corporate accounts. We understand every customer is different, as are their needs. Just like a tailor-made suit, we provide a custom solution for each individual.

Live with peace of mind.

" When it comes to wealth advising and financial planning, Alexander is the go to guy! He's great at what he does and most importantly is someone you can trust. He is the type that is always client oriented and will fulfill your needs and new goals in mind. He only speaks the truth and will bring you the results you desire. Always organized and a determined individual that loves what he does, if you're looking for a great wealth advisor don’t be shy to give him a call. "

Vincent S.

" Alexander is both professional and personable. Over the past year I have had the pleasure of working with him on several occasions. He has a warm and winning personality which enables him to connect positively with anyone. His knowledge and insights were helpful in bringing about productive and effective solutions. He swiftly grasped my objectives, and not only delivered the results I was seeking & he keeps exceeding them. He possesses rare and essential skillset that I’m proud to have as part of my network. I highly recommend Alexander. "

Francois B.