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Services

OUR SERVICES

Wealth management

You can rely on our team’s holistic wealth management services to draw on a wide range of expertise and strategies to help you achieve all your financial goals.

Investment Advice

As full practice advisors, the freedom to select any investment vehicle allows us to offer truly unbiased recommendations. You can trust our team to build and maintain a portfolio specifically designed to help you reach your objectives.

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Financial Planning

Personal financial planning is a process for optimizing your financial situation and your assets. Financial planning integrates knowledge from the areas of estates, finance, insurance and risk management, investment, legal aspects, retirement and taxation. (IQPF, 2019)

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Insurance Advice

Whether you desire financial security, or you are seeking to create a legacy by transferring your wealth efficiently, our team will identify the optimal policy for your objectives.

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Stocks, bonds and mutual funds are offered through Manulife Securities Incorporated. Insurance products and services are offered through Manulife Securities Insurance Inc. Banking products and services are offered through referral.

FIND US

1405 Trans-Canada Suite 200
Dorval, Quebec, H9P 2V9

GET IN TOUCH

(514) 421-7090 ext. 344
1 (866) 713-8969