Services

Full Services Plus

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