We work with clarity, independence, and purpose — to ensure your financial life supports your real life.

Secure your loved ones and key priorities against the unexpected.

• Life insurance and health insurance
• Critical illness and disability insurance
• Business insurance

Invest with method and objectivity through a personalized strategy that fits your goals and risk profile.

• Registered Retirement Savings Plans (RRSP, RRIF)
• Locked-In Retirement Account (LIRA)
• Registered Education Savings Plan (RESP)
• Tax-Free Savings Account (TFSA)

Prepare for a stable, stress-free future by aligning income, needs, and aspirations.

• Cash flow management and needs analysis
• Tax burden reduction strategies
• Registered Retirement Savings Plans (RRSP, RRIF)
• Locked-in Retirement Account (LIRA)

Reduce your tax burden in the short and long term through rigorous planning, integrated with your overall situation. At the same time, prepare the transfer of your wealth with peace of mind, while respecting your wishes and family objectives.

Support for owners and founders in structuring, optimizing, and passing on their businesses.