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Contact Us

Daniel Haché, CIM, FCSI

Tel: 514-282-5988

Address
1501, ave. McGill College
Bureau 3200
Montréal, QC
H3A 3M8
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Our Services


OUR SERVICES AND FEATURES INCLUDE:

  • Goal-oriented investing and financial planning
  • Discretionary management that allows for efficient day-to-day investment decisions
  • Succession planning and extracting capital from your business
  • Planning your income for retirement and managing cash flow
  • Trust services and strategies to transfer family wealth tax-efficiently
  • Experienced team with top industry accreditations
  • Value-added consultations in-office, including lawyers, notaries, accountants and insurance specialists
  • Specialized knowledge of business ownership and corporations