Welcome

Let’s team up to secure your financial future

 

For more than 20 years now, the Lajoie Tremblay Bélanger Team has been supporting business owners and executives, senior managers and professionals, physicians, pharmacists and families who, just like you, want to:

 

  • Get a clear picture of their personal finances
  • Optimize the management of their assets
  • Build wealth that will last
  • Discuss their retirement and prepare it at their own pace
  • Have access to a team of professionals who know them well and can provide lifelong advice

 

A comprehensive approach to your portfolio and your wealth

When you run a business or earn a comfortable income, making financial decisions can become difficult as complex considerations come into play... unless you have an overall strategy encompassing in a simple and comprehensive action plan all the factors that impact your finances, including:

 

  • Family
  • Business and/or career
  • Taxation
  • Income, assets and debts
  • Life goals, dreams and projects 

 

This is precisely the approach we are proposing: a 360° review of your situation, an unbiased perspective on your finances and an integrated solution to simplify the management of your interests.
  

Reliable values for a lasting relationship

 

We believe that harmony should be the foundation of any business relationship. Especially when your wealth is involved! This is why we cultivate inspiring professional and human values. 

 

  • Trust. To be confident about your future, you must trust the advisors who are preparing it with you. The bond between us is nurtured on a daily basis by our skills, our experience and our customized service.
  • Honesty and integrity. We are certified by the national and provincial organizations that protect the investing public’s interests, and we strive to exceed the highest quality standards.
  • Transparency. Between you and us, there will never be any grey areas or innuendoes, whether about market conditions, the performance of your assets, or management fees.
  • Stability. In a global economy where markets are moving rapidly and everything is always changing, knowing you can count on a strong and stable team is essential. Just like we are here for you today, we will be there for you tomorrow, as a beacon on your financial horizon.


Get to know our team