About Us

We are a team of financial planners in Montreal comprised of advisors, accountants, and lawyers who collectively have over 80 years of experience in the business and planning world.

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Our
Story

Dedicated to educating, empowering, and customizing business and financial solutions to accommodate every client’s specific needs, stage of life, and economic situation, we pride ourselves on being your “Financial Fitness Coach”.

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Our Philosophy

We firmly believe that physical, mental, and spiritual well-being is intricately intertwined with having financial freedom and security. We build client-centric plans that address not only a number but the emotions behind them. We’re committed to helping you achieve this by educating you how to preserve and build wealth.

Money isn’t the most important thing in life, however, it enables us to enjoy those things that are important such as education, travel, hobbies & sports, and most importantly spending time with friends and family.

The first step in achieving financial freedom is to cultivate a personal connection with our clients, based on shared principles and goals. Our values are:

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Family & Friends

Experiences are so much more fulfilling when you have someone to share them with. Enjoying what you’ve seen, learned and experienced with your friends and family over a nice meal in the Swiss Alps after a ski adventure requires money, and we are dedicated to having your dreams come true.

Education

The enlightened individual is constantly seeking to expand their knowledge and teach others in all matters and disciplines. We offer that through our services, and also through seminars and workshops at businesses and educational institutions like McGill University.

Travel

Experiences add value to life, and there’s nothing more valuable than learning about and experiencing different cultures. Taking a walk through the Scottish Highlands, a gondola ride through the canals of Venice, or a trek through the Australian Outback all require money. We are fully committed to helping you procure those life-long memories by ensuring your financial independence.

Sport

Competition brings out the best in an individual, forcing them to push themselves to new heights of growth and achievement. Sport has taught us not to compete with others, but with ourselves, holding ourselves to a higher standard. We expect nothing but the best from ourselves and our clients.

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”The more I learn, the more I realize how much I don't know."

Albert Einstein

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Our Method

Supporting our business philosophy, we firmly believe that the best way to care for our clients’ financial freedom is to build a solid relationship with them. It isn't until we take the time to sit with you and ask the proper/strategic questions, that our team learns what economic approach is best for you and your loved ones. We believe the client/advisor rapport is built on clear and direct communication, client-centered goals, and a common ground found through mutual values, hobbies, and interests. We want to know what you want out of life, both in the short-term and in the long-term, so we can best advise you on how to procure and secure the funds to achieve it.

Once the preliminaries are over and the business plan adhered to, expect to see immediate results. We also promise consistent check-ins and updates to guarantee results.

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Request a consultation

Contact one of our financial advisors in Montreal today.

Get Started
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