5-3 rue Ouimet O Laval (Québec) H7N1G1 Canada
1-514-226-0024

Who We Serve

Financial Services

For Families, Individuals and Corporations

Make your financial picture fit your goals

Think big picture for a minute. Our team will walk you through all your financial challenges and help you reach your goals. Let us help you deal with retirement planning, investing, tax issues, and stock options..The value of this grows throughout your life, but especially when you get near big life milestones, like paying for college, buying a house, getting married, having a baby, adopting a child, retiring, or inheriting money…

What We Do

Our Services

Financial Planning

Let us reduce your stress about money and help you build a nest egg for your long-term goals.

Retirement

We all want a worry-free retirement. It's never too late or early to start planning it.

Lifestyle

Do things that make you happy and feel good. We take care of the rest.

Investing

Are you working for money? Let's reverse that process and make money work for you.

College Planning

We work with you to help students make college choices that meet financial needs.

Estate Management

We deal with the appraisal, acquisition, development, or management of a property.

Insurance

Our professionals will represent you in your research for the best policy for your needs.

Tax Management

We find ways to lower your tax burden and maximize your wealth and earnings.

Our Approach

Scale at a global level + Diverse Presence

Case Studies

Personal Testimonials

As our portfolio is managed and we increase our financial readiness, I know you and your team work hard. You are handling our portfolio with great professionalism and we are extremely satisfied with the performance.

Jessica Martin

Planning for a New Child

Idriss and his team get my highest endorsement because I sleep well and seldom if ever worry about their performance.  Idriss and his team offer my family and I peace of mind as a major service.

Michael Smith

Switching to a New Career

Our portfolio has been well managed, and every facet well explained. It was very helpful to have our complete financial portfolio reviewed and have their expert input as to what we needed to a greater financial future.

Sarah Albert

Unexpected Job Loss
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