Whether it's financial planning, investment, life or disability insurance, we will put our experience and knowledge to work to meet your expectations.
The insurance industry can be complicated. However, protecting you and your loved ones doesn't have to be.
Whatever your situation, we will help you make the best choice for you in the short and long term.
Because life can become more complex, you need a personalized financial plan that can be adapted and modified as your life changes.
Whether you are buying your first home, an income property or a cottage, we can meet all your needs.
“Marc St-Onge inspires confidence with his expertise. I really appreciated his friendly and professional approach.”
Contact us. We can quickly determine if we can help you remotely (phone or email) or if a meeting would be appropriate.
After a meeting or a phone call, we will already be able to draw up a precise portrait of your situation.
We will assist you in the implementation of your action plan and we can make adjustments as needed.
We follow up with you to ensure that your objectives are met.
“Financial planning is like cooking, a good chef knows how to adapt his recipes to satisfy the particular tastes of his clients.
We adapt our recipes to your financial reality by combining tax efficiency, maximizing your assets, increasing your after-tax cash flow while protecting your assets.
All this with administrative simplicity”