Corporate Financial Services

As a business owner, safeguarding your current viability while securing your financial future is of paramount importance. Using your corporation as a wealth-generating engine is the optimal scenario for any entrepreneur, as it allows your business to self-sustain and grow while you reap the personal benefits and rewards. Our corporate financial services ensure your company can reach those goals by helping you realize;

The Four-Point Top Priorities of High Net Worth Clients:

1) Councillors to provide advice, planning, and coaching
2) Possessing a strong referral network
3) Having access to key markets and alternative investment strategies
4) Clarity of communication

With us, your company’s success and longevity are assured and in the right hands.

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Mission Statement

As entrepreneurs, we are aware of the pressures associated with building and maintaining a profitable business. Unending hours, constant stress, and a never-ending stream of long-term and last-minute concerns often threaten to overwhelm a small or medium-sized business owner. Self-employment carries a heavy burden and a maximum risk, as there's no corporate hierarchy or employer-sponsored system of plans and protections.

When starting a new business or trying to strengthen a long-standing one, we recognize the essential need for expert advice and financial guidance. Our team of wealth and risk advisors can help ease the burden of running your business through proactive, rather than reactive, planning. We specialize in small to medium-sized business plans that will educate our clients and help them to build a solid foundation that will not only grow but stand the test of time. Given the right tools, our clients can protect what they are building, ensuring a thriving business they can leave to future successors. For example, we’ve helped numerous medical and dental health professionals set up their offices on a strong financial footing, and with a highly competent business structure in place.

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”The best way to predict the future, is to create it.”

Abraham Lincoln

”The best way to predict the future, is to create it.”

Abraham Lincoln



  • Incorporation

  • Investment management

  • Life insurance

  • Partnership insurance (Buy/Sell agreement)

  • Key-person insurance

  • Disability insurance
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  • Critical illness insurance

  • Group health and dental insurance plans

  • Travel insurance

  • Annuities

  • Pension management

  • Long term care
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Request a consultation

Contact one of our financial advisors in Montreal today.