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Who we are

We are independent financial security advisors, with a combined 20+ years of experience. Our "individual and family" practice takes pride intaking our time and listening to each and every one of our clients wants, needs and concerns. We are able to put together the right financial plan and strategy, while making sure that it all stays within your budget. We love what we do, and we love improving your financial future and give you the peace of mind you are looking for, with the confidence and security you deserve.

our team
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Our Services

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Individual / Family Insurances

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Residential Real Estate Brokers

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What our clients are saying

Costa is very down to earth person who really listens to you and wants to help you achieve your goals. I have great confidence in him.

Kelsey L.

Montreal, QC
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Irina is one of the most compassionate, caring and professional advisor I have ever dealt with. Don't think twice when looking for an advisor!

Melinda S.

Montreal, QC
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They are very thorough and know their domain well. Great at explaining concepts and are very patient. Highly recommended!

Chris W.

Montreal, QC
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The corporate retirement strategy they put together for myself and my partner has put us at ease for our retirement!

Lucas V.

Laval, QC
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Extremely professional and knowledgable team. Highly recommend!

Sylva B.

Sherbrooke, QC
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