Our team is subjected to a rigorous selection process and come from various backgrounds and sectors of activity. They are able to guide you and meet your specific personal financial needs while providing clear and accurate explanations as well as all the possibilities available to you. Our team has the expertise and experience to address the most complex and evolving needs of our clients Your financial well-being is at the center of everything we do, and we will tailor our approach to your unique needs.

 

 Clients deserve the best service possible, and we take real pride in providing it to them. We put ourselves in their position. I take great professional pride in ensuring they understand fully how their accounts are managed, and why.  

Pascal Guénette, Associate Consultant


 

Our Leadership

Associate Consultant, Financial Security Advisor, Advisor in Group-Insurance Plans, Mutual Fund Representative

Client Services

Corporate Experts

We have access to Advanced Financial Planning professionals who have the knowledge and experience to address even the most complex situations. They are supported by a team of over 20 CPAs, lawyers and other specialists coast to coast. The Advanced Financial Planning team is lead by the following individuals:

Regional Specialists

Our team has access to seasoned regional specialists who can provide additional insight and strategies to enhance your IG Living Plan.