SERVICES FINANCIERS PLOURDE
Thoughtful advice to help grow, protect and pass on what matters to you.
Start a conversationRELATIONSHIPS COME FIRST
Your financial life is about more than numbers. It reflects your plans, your responsibilities and the freedom you want to preserve. We take the time to understand what matters to you and help you make informed decisions, today and in the years ahead.
OUR EXPERTISE
Complementary solutions,
built around your goals.
Give your savings a sense of direction, with a strategy built around your goals, time horizon and risk tolerance.
Registered and non-registered savings, education funding and guidance for high-net-worth clients. We consider your investment decisions in the context of your overall financial situation.
Discuss my needs ↗Prepare for your next chapter and organize your income sources to make the most of what you have built.
Retirement needs projections, savings vehicle selection and withdrawal planning, with your goals and tax considerations in mind.
Discuss my needs ↗Protect your family, your income and your wealth against events that can change the course of your life.
Life, disability and critical illness insurance. Depending on your needs, we also review supplementary coverage, travel insurance and options that do not require a medical exam.
Discuss my needs ↗Bring your personal goals and the financial needs of your business together.
Protection for business owners and financial guidance. Where needed, we coordinate with your accounting and legal professionals.
Discuss my needs ↗Offer your team benefits that support their well-being and the goals of your organization.
Group insurance, alternative group solutions and group retirement plans. We help you assess your needs and explore solutions suited to your team.
Discuss my needs ↗Consider the legacy you want to leave and plan for continuity across generations.
A review of protection and liquidity needs, wealth transfer goals and coordination with your notary and tax specialist on matters within their expertise.
Discuss my needs ↗OUR APPROACH
Personal, disciplined guidance that evolves with your life.
We discuss your situation, priorities and the plans that give meaning to your financial decisions.
We assess your needs and explain your options, their benefits and their limitations.
We support you as you put solutions in place and reassess them when your circumstances change.
YOUR TEAM
Accessible, thoughtful advice
and a lasting relationship.
Financial security advisor
Mutual fund representative*
Group insurance and group annuity plans advisor
With more than ten years of experience as an advisor, Anthony helps clients address their insurance, investment and retirement needs. He brings a broad perspective that connects protection, personal goals and the realities of running a business.
Financial security advisor
Mutual fund representative*
Group insurance and group annuity plans advisor
A finance graduate of Université Laval with a master’s degree in finance from HEC Montréal, Raphaël also holds the CFA designation. His experience at the Montréal Exchange and TD Bank informs an analytical approach focused on the needs of individuals and business owners.
* Affiliated with Cloutier Groupe Financier
CONTACT US
Planning your next step? Have a question about your situation? Share your contact information and a few words about your needs.