The family is growing ? Maybe a new job or just plans have changed. Whatever your reason, you may be in your first thoughts about a major change in ...
In our firm, your dreams matter to us. We understand the financial challenges that make it harder to achieve your goals, and we’re ready to provide ...
Simon Houle
Financial planner
Simon Houle has more than 20 years of experience in financial services, including 12 as a financial planner for major Canadian banks
Claudia Merlitti
Chartered professional accountant
I started my career in 2001 at PwC, where I served SMEs, large companies and public companies. The variety of ...
Simon Houle has more than 20 years of experience in financial services, including 12 as a financial planner for major Canadian banks
Stephanie Blackburn
Life insurance, Financial security advisor, Financial planner
Stéphanie Blackburn founded STB Financial Services Inc. in 2012 with ...
Charles Leclerc
Financial Security Advisor
In our firm, your dreams matter to us. We understand the financial challenges that make it harder to achieve your goals, and we’re ready to provide ...
Group insurance, Life insurance, Financial security advisor
The service I offer you is imbued with the values that are dear to me: Integrity and loyalty, Proximity and indepe...
Loïc Gagnon
Real Estate
The family is growing ? Maybe a new job or just plans have changed. Whatever your reason, you may be in your first thoughts about a major change in ...
Fabio Ponari
Retirement Income Planner, Investment advisor
👉BRIEFLY - As an Investment Advisor, my mission is to help make sure you have enough income to maintain ...
The family is growing ? Maybe a new job or just plans have changed. Whatever your reason, you may be in your first thoughts about a major change in ...
Claudia Merlitti
Chartered professional accountant
I started my career in 2001 at PwC, where I served SMEs, large companies and public companies. The variety of ...
Julia Szekely
Group insurance, Life insurance, Financial security advisor
The service I offer you is imbued with the values that are dear to me: Integrity and loyalty, Proximity and indepe...
I started my career in 2001 at PwC, where I served SMEs, large companies and public companies. The variety of ...
Charles Leclerc
Financial Security Advisor
In our firm, your dreams matter to us. We understand the financial challenges that make it harder to achieve your goals, and we’re ready to provide ...
We apply enterprise-grade security at every layer, adhering to multiple compliance certifications, including SOC 2 Type II. All data are hosted on Canadian servers.
