Working in the financial world since 2011, Charles-Olivier 's mission is to educate, advise and support clients in achieving their financial independence. With his team, he helps professionals, business owners and families of Quebec with a certain level of complexity to build a personalized and clear financial plan. His approach with an integrated plan is to take the time to understand the client’s reality, their objectives and expectations to be able to optimize, grow and protect their estate. Areas discussed include legal matters, personal insurance, finance, taxes, investments, retirement, and succession.

Action and communication are the keys to success!

Request an appointment