Wealth Management

The Financial Independence Club houses financing, investment and insurance specialists. We are best positioned to offer our Montreal clients a wide array of wealth management solutions that perfectly align to their goals and risk tolerances. We offer insight into wealth creation and protection, and are here to guide your investment portfolios to new heights.

We deliver personalized solutions and ongoing, regular coaching to keep you on track. Our investment recommendations use different companies across the industry, selected for their merits, with no proprietary products or conflicts of interest.

Our approach is simple: to develop a comprehensive investment strategy that you will find easy to adopt and maintain.