Our Services
A consulting firm dedicated to your success
As a financial planning firm, we distinguish ourselves by our commitment to personalized support and objective recommendations. Our approach focuses on listening carefully to your needs and providing impartial advice to develop financial strategies aligned with your objectives.
We work with you without any obligation to transfer your assets or subscribe to insurance products, ensuring that each solution is truly adapted to your individual aspirations.
We offer you an integrated approach through three specialized divisions, in order to support you in a targeted way in each stage of your financial planning.
Business Division
Entrepreneurial
We help businesses and entrepreneurs prosper through strategic financial planning. Whether for cash flow optimization, risk management, or succession and growth planning, our team implements customized solutions to support your professional ambitions.
Family Division
Professional & Family
Our experts accompany you at every stage of your professional and family career. We develop strategies to protect your assets, prepare for your retirement, and ensure the financial security of your family. Whether you are an accomplished professional or a far-sighted parent, we offer solutions adapted to your specific needs.
Planification Division
Financial Restructuring
We offer crucial support to people in financial difficulty, by creating adapted restructuring plans to help you overcome your challenges. Our goal is to guide you towards sustainable financial stability and a smooth transition to our global planning services, to ensure a more serene future.
Asset Management
We build tailor-made investment portfolios, taking into account your specific financial objectives, whether it is to protect your capital or to aim for long-term growth. By integrating mutual funds and other adapted investment vehicles, we optimize the performance of your investments while minimizing risks, to help you achieve your financial objectives in a secure and efficient way.
Offered via MICA Capital Inc.
Financial Protection
To guarantee the continuity of your financial plans, we put in place financial security solutions such as life, disability and serious illness insurance. These solutions are designed to protect your income and wealth from the vagaries of life, thus ensuring the sustainability of your achievements and the serenity of your financial future.
