Financial Advisors

The financial advisors who work most effectively, it seems never say ‘I.’ That’s not because they have trained themselves not to say ‘I.’ They simply don’t think ‘I.’ They think ‘we‘; they think ‘team.’ They understand their job is to make the team function. They accept responsibility and don’t sidestep it, but ‘we‘ gets the credit…. This is what creates trust, what enables you to get the task done.

White-top-1920x200px

Meet Our Team

investment planners montreal

Justin Massad

Founder - F.S.A. - MDRT Member

From a young age Justin had high personal standards and expectations. An avid sports enthusiast and former triple A baseball player, his love for the game was sidetracked when he sustained an injury and forced him into a different career path. He decided to transfer his fierce independent streak and love of teamwork to the financial field, choosing to specialize in the unenviable but critically important field of financial risk advising.

An entrepreneur in the insurance/planning industry at the tender age of 21 combined with his extensive education, guidance and mentorship from financial risk advisors with over 40 years of experience has allowed him to realize his dream: to guide his clients in achieving financial independence and peace of mind. From sports, Justin learned that "one only wins, when the entire team wins;" a philosophy that describes his holistic approach to total wealth solutions, family futures and legacy planning. Justin's team of like-minded experts have one goal in mind: your complete financial independence and security.

financial planners montreal

As a Wealth Advisor, Donal guides a high net worth clientele in the management of their financial affairs. Helping clients maintain their standard of living through tax efficiency and debt optimization strategies.

Donal Corkum

Wealth Manager,
MBA - Financial Planner

financial planning montreal

Anthony's exceptional people skills geared for analysis, portfolio management, investment planning, retirement and credit planning. Mainly experienced in accounting primarily in tax laws, financial services.

Anthony Siggia

Private Banking,
CPA

financial planner montreal

Cathy's a tax lawyer with 16 years of experience in corporate and tax law. She works mainly with small to mid-size businesses, start-ups and medical professionals.

Cathy Nehme

Tax Lawyer,
Fiscalist

financial consultant montreal

David manages a large practice in assurance and advisory, serving and consulting a diverse clientele in various industries including real estate, construction, transportation, food and retail, manufacturing and distribution, and investment companies.

David Pelchat

CPA Auditor,
CA, TEP

estate planners montreal

Mr. Assayag has developed extensive expertise in estate, tax and corporate financial planning. He is often called upon by various professionals for his independent opinion, advice and solutions for complicated financial planning situations.

Serge Assayag

Actuary, Wealth & Estate Planning Specialist Advanced Case Consultant

insurance brokers montreal

David is highly skilled in Negotiation, Customer Service, Insurance, Strategic Planning, and Problem Solving. Strong finance professional with a A.E.C focused in Insurance from CEGEP - John Abbott College.

David Chiazzese

Commercial, Home &
Auto Insurance Broker

insurance broker montreal

Ryan's mission is to innovate the mortgage market by advising and sharing his passion and expertise while developing relationships based on listening, trust and integrity. Achieving results and exceeding expectations to always deliver a flawless customer experience.

Ryan La Haye

Mortgage Broker,
Actuary

investment consulting montreal

Passionate and Creative, Danny's focus is based on quality service and delivering positive outcome through data driven results. With over 15 years of experience in Branding & Lead Generation through online marketing, his specialty lies in assessing needs and surpassing objectives.

Danny Boktor

Marketing Strategist,
Branding Specialist

Deborah-Weldrick-Executive-Assistant-at-Pro-Health-Financial-Montreal-Insurance

25 years of experience in insurance industry Worked for MGA Copoloff insurance for 20 years as team leader  of administration.

Deborah Weldrick

Executive Assistant

White-Green-1920x200px
investment planners montreal

”What you appreciate, appreciates.”

Lynne Twist

”What you appreciate, appreciates.”

Lynne Twist