We are engaged and thoughtful in preparing our clients for success

Financial Process - Financial Planning & Services Companies


We are engaged and thoughtful in preparing our clients for success

One-stop wealth management starts here

Expert Assessment

By understanding your current financial position, we can integrate an appropriate strategy and apply opportunities that will serve you best. To complete a thorough review, we ask for your basic financials, including income and expenses as a starting point.

Goal Planning

We ask specific questions about your goals and listen attentively for objectives that we can build into your personalized strategy. Be it funding a short-term goal or looking ahead to the future like retirement, legacy building or growing your business, your goals build your plan.

Clarifying Risk

To achieve your financial goals, we establish your ability to assume risk and your willingness to accept risk in advance. We assess your investment knowledge and spend time to educate and advise, ensuring that you are informed.

Your Required Rate of Return

We identify and explain a required rate of return on investment that aligns with your financial goals. We consider factors such as tax efficiency, liquidity needs, cash flow optimization, and goal-based funding to help determine your appropriate required rate of return.


1405 Trans-Canada suite 200
Dorval, Québec H9P 2V9

Reach Us


+1 1514-421-7090 Ext: 264
+1 866-713-8969 Ext: 264