Our services
It all starts with a goal in mind and a good action plan!!
Investment Strategies
Create a plan of action with the goal of maximizing returns and minimizing the fiscal impact.
Investment strategies
Investment Strategies
Create a plan of action with the goal of maximizing returns and minimizing
Investment strategies
Develop a plan to maximize growth while minimizing the tax impact.
Financial and retirement planning
Emergency fund, RRSP, TFSA: use all available tools to achieve the desired result.
Personal insurance
Life insurance, disability insurance, critical illness insurance: three underutilized methods for shaping your financial future.
Mortgage Services
First-time buyer or looking for a replacement? We guarantee the best product for your needs.
Business Consulting
Protect your business and its key players. Use strategies to reduce risks and ensure long-term stability.
Damage and travel insurance
House, car, motorcycle, boat: we shop for you to guarantee the best price on the market.
Tony Abi Karam
​Financial Security Advisor
Our expertise
Who are we?
Over $150 million under management and hundreds of satisfied clients.
Our commitment
We pride ourselves on offering personalized financial solutions. Our goal is to empower our clients and work together to develop strategies to optimize the present and secure the future.
What sets us apart
Service
We prioritize relationships over transactions .
Innovative mentality
Latest industry strategies and new ideas.
Multidisciplinary team
Our team includes financial advisors, CPAs, CFAs, mortgage brokers, real estate brokers, insurance brokers, notaries, and many more!
Buying a house ?
Paying too much taxes ?
Do you simply want to optimize your investment strategy to create generational wealth ?
Let's start with coffee !