Choosing The Right Path

Knowing what to do with your money to ensure your personal or professional financial independence can seem like a challenge. Insurance, investing, and financial planning are our strengths we use to ensure your financial freedom.

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insurance investing and financial planning montreal

Our
Financial Services

Let's talk today and secure your tomorrow. We'll take care of all your insurance, investing, and financial planning needs. Plan your financial freedom with one of our specialists.

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insurance, investment, and financial planning montreal
insurance investing and financial planning montreal

Who
We Are

We are a team of financial experts comprised of financial risk/wealth advisors, tax experts, accountants, and lawyers who collectively have over 80 years of experience in the business world.

Customized To
Your Needs

Our team of specialists will take the time to sit with you in order to properly assess your needs and create an individualized solution.

Personalized Support

Our goal is to provide you with exceptional personalized service every step of the way. Your prosperity and unquestionable satisfaction is our ultimate aim.

Fast Service

As we understand the importance of your financial security and growth, we strive to offer a quick turnaround time so you remain up to date.

insurance investing and financial planning montreal
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What Our Customers Are Saying

“Justin is extremely passionate, very easy to work with. It's very obvious that he loves what he does, he takes the time to explain everything in detail and ensures that we're not left with any uncertainties. Extremely cordial, professional and flexible; will always go above and beyond to respect our schedule.”

Dr Quian.

What Our Customers Are Saying

“When I met Justin I was a bit disillusioned by insurance brokers...we met, and immediately he looked over my situation, was able to get me life insurance at half the cost I was paying. He's helped me learn to save my money and how to best invest it. He found a great plan for me to put away money for my son that I can eventually gift to him. In short, Justin really is a trusted advisor and who I call first whenever I have a financial question.”

Stephanie D.

What Our Customers Are Saying

“I never realized the importance of having critical health insurance until this pandemic became a part of our everyday reality. The last thing I'd want is to have to use it, but thanks to Justin I was able to understand the necessity of setting up a defensive plan just in case. Now I know, that if something happened, at least my family will not be burdened by the financial strain it would cost without coverage. He was extremely informative, professional and always made me feel valued.”

Danny B

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What Our Customers Are Saying

“Justin is extremely passionate, very easy to work with. It's very obvious that he loves what he does, he takes the time to explain everything in detail and ensures that we're not left with any uncertainties. Extremely cordial, professional and flexible; will always go above and beyond to respect our schedule. ”

Dr Qian

What Our Customers Are Saying

“When I met Justin I was a bit disillusioned by insurance brokers...we met, and immediately he looked over my situation, was able to get me life insurance at half the cost I was paying. He's helped me learn to save my money and how to best invest it. He found a great plan for me to put away money for my son that I can eventually gift to him. In short, Justin really is a trusted advisor and who I call first whenever I have a financial question.”

Stephanie D.

What Our Customers Are Saying

“I never realized the importance of having critical health insurance until this pandemic became a part of our everyday reality. The last thing I'd want is to have to use it, but thanks to Justin I was able to understand the necessity of setting up a defensive plan just in case. Now I know, that if something happened, at least my family will not be burdened by the financial strain it would cost without coverage. He was extremely informative, professional and always made me feel valued.”

Danny B.

How It Works

Apply In Three Easy Steps








Meeting

Every custom solution starts with a needs assessment. Whether it's insurance, investing, and financial planning, our team of experts will ask you the necessary questions to provide you with a proper plan to protect your future.








Timing

We value your time above all. For that reason, our specialists will provide proactive advice and solutions that ensure every conversation adds value and yields results that are tailored towards your financial goals.








Implementing

Once your strategy is defined, we will make the necessary adjustments to facilitate the transition and establish milestones so you can see your plan come to fruition.

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Request a consultation

Contact one of our financial advisors in Montreal today.

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