Services

Whatever your needs, we offer quality advice in the specific field of investment solutions and financial planning. For more complex situations, our tax experts and our partners in law can help us in your best interest.

Our plateform can hold a variety of investments safely and a full range of investment accounts , such as :

• Non-registered investment accounts
• Tax-free savings account (TFSA)   
• Registered retirement savings plan (RRSP) and Locked-in retirement account (LIRA)
• Registered education savings plan (RESP)

At all times, you will have access to your accounts online with a convenient and secure "Client Access".

Contact us to learn more.