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

Investment Firm

Who We Are

Improve your financial situation by working with us

Investments, retirement and estate planning, personal and family protection are all part of our financial advice. Everyone can benefit from our assistance, whether it’s independent financial advice, comprehensive wealth management, or just some long-term investment ideas.

26

Years Experience

Fiduciary

Safe Guarded

Fee-Only

No Hidden Rules

8

Certified Planners

We believe that wealth creation and wealth preservation are interconnected

Financial security is of the utmost importance to us. Exactly what our clients want and what interests them are at the core of any good financial planning relationship. By focusing on our clients’ needs, we give clients sound advice.

Invest in stocks and bonds without being influenced by brokers or large institutions

Our diversification, both in terms of strategies and structures and in terms of investment, is available in mutual funds as well as alternative investments. An overall portfolio that’s well diversified can do wonders for your finances.

Our Experts

Meet the Team

Sarah Musk

Sarah Musk

Vice President
Laura Harris

Laura Harris

Senior Advisor
Tesa Banks

Tesa Banks

ASSOCIATE ADVISOR
Emma Watts

Emma Watts

Associate Advisor
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