Just starting out
Create growth and stability
It is never too early to start preparing for your future. There is a strategy for you no matter your income level or age — small steps today, larger returns tomorrow.
Take the 2-minute checkYour Finances: Structured. Guided. Simplified.
We build the structure and manage it with you, so there is less to keep track of. Independent guidance for individuals and businesses across Montréal.
If you don’t know what you need, how can you plan?
Whether you are an individual or a business, our experience has shown that you benefit from clarity once you understand your financial situation.
Our process helps you identify what you need. From there we work together toward your goals, with a clear path and step-by-step recommendations.
Which one resembles you the most?
Retirement forecasting
Smart choices today, a good life tomorrow
Well into your career and perhaps with a family to consider, it is time to focus on retirement forecasting. It is not as far away as you think.
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Managing your retirement
Protect your assets, protect yourself
Close to retirement or already there, and adjusting to a new financial reality. With a fixed income, what can you do to maintain the lifestyle you want?
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Vahan Sarkissian
Mutual Funds Representative
Investia Financial Services Inc.
Financial Security Advisor
SFG, a division of Sheba Distributors Ltd.
Let’s get started
Contact us to set up a face-to-face appointment at your earliest convenience.
To build a plan that works for you, we need to understand your needs and preferences properly. There is no better way to do that than by getting to know you.
Get in touch
Telephone for an appointment: 514-357-1293
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Did you know?
The financial landscape keeps changing, with opportunities and risks both near and distant. Here are a few recent articles from the blog.
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Save Within Debt
Save Within Debt prioritizes repaying high-interest debt before building savings. By applying excess cash and planned savings to a line of credit, borrowers can reduce interest costs faster while keeping access to available credit for emergencies.
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Canadian Dental Care Plan
Discover how the Canadian Dental Care Plan (CDCP) works. Learn about eligibility requirements, family income thresholds, and how this federal program integrates with your existing private or workplace dental benefits.
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The One Clause Every Canadian Should Add to Their TFSA
Protecting your TFSA growth for your spouse requires the “Successor Holder” designation. In Quebec, this must be in your Will for mutual funds, or the contract for segregated funds. This ensures your spouse inherits your tax-free room without affecting their own personal contribution limits.