Our Services
Everything starts with a goal in mind and a good plan of action!
Investments Strategies
Create a plan of action with the goal of maximizing returns and minimizing the fiscal impact.
Investments strategies
Investment Strategies
Create a plan of action with the goal of maximizing returns and minim
Investment Strategies
Create a plan to maximize growth and minimize the fiscal impact.
Financial and retirement planning
Security fund, RSP, TFSA. Using all available tools
to achieve the desired outcome
Personal Insurance
Life insurance, disability insurance, critical illness insurance.
Three still untapped methods to shape your financial future.​
Mortgage Services
First time buyer or shopping for your renewal ? We work with
most lenders and guarantee the best product for your needs.
Business Consulting
Protect your business and its key players. We develop strategies to minimize risk and allow 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
​Conseiller en sécurité Financière
Our Financial Expertise
Who We Are
Over 150 million dollars under management and hundreds of satisfied clients.
Our Commitment
We pride ourselves on delivering tailored financial solutions. Our goal is to empower our clients, develop strategies, together, to optimise the present and guarantee the future.
What makes us different
Service
We value relationships over transactions​
Innovative mindset
Latest strategies in the field and new ideas
Multidisciplinary team
Our team includes financial advisors, CPA's, CFA's, mortgage brokers, real estate brokers, insurance brokers, notaries and more!