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Achieving your financial goalsstarts with a good plan!

Simon Houle, Financial Planner

OUR MISSION

To offer a combination of financial planning and index investing without useless fees, while valuing client experience.
 

ABOUT

MY STORY

Son of a military man becomes a financial planner, by way of boarding school and the Bas-Saint-Laurent!

TEAM

Combining 40 years of experience in the financial sector, come meet Lynn and Simon!

PARTNERS

Together we are stronger, come meet the members of the extended family!

SERVICES

We work for you

GESTION-DE-PORTEFEUILLE3
Portfolio Management

It is our profound conviction that reaching your long-term financial goals relies on combining an advisory service and index investing. Index investing generally represents, amongst other things, a better diversification option than active management, also lower fees, and is more tax efficient for non-registered accounts.

planification
Financial Planning     

The different steps of a life cycle bring forward different reflections and conversations regarding goals to reach and challenges to overcome. The majority of the time this will have an impact on the personal finances and will deserve some planning, especially if you are part of many cycles (business, family and individuals). Achieving your financial goals starts with a good plan!

conference
Conferences and Trainings

The conferences and the courses are a way to use my knowledge and my experience to serve the different realities of the attendees.

CONTACT US

Information Request

BLOG

Economic news and advice