Through my firm I can leverage expert resources. I have direct access to our research analysts, managed assets group, traders, new products and solutions coming to market so that I am able to deliver market leading information, ideas and solutions for my clients. I work and live in Montreal, I have the ability to service clients anywhere. I am also licensed to service clients in several Canadian provinces. I can even service Canadians living in the US.
My offering includes:
Comprehensive wealth management strategies
Retirement accumulation and income planning strategies
Focus on maximizing after tax income and managing tax efficiency
Assisting CPAs, Tax Attorneys in servicing and adding value to their clients
Trust and Estate planning services
Philanthropic strategic planning