Wealth Management & Financial Planning
Wether you plan to set up a fund dedicated to a future investment, reduce your indebtedness level, increase your credit score or maximize the way you allocate your incomes;
Our specialists are here to understand your situation and provide comprehensive tools & solutions in order to assess your financial concerns.
Revenues & savings optimization
We provide tailored planification tools such as monthly, quaterly and annual budgetisation plan as well as daily expenses journal.
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Through rigourous analysis we help detect overspending patterns and contain them.
Ultimately, we help create sustainable savings habits.
By building your profile, we design strategies aiming to increase your net worth, while identifying and structuring your investment in the right assets to reach important milestones in your life.
Debt relief plan
Our specialists define critical measures to get rid of bad debt.
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We understand that each person is unique, that’s why we strive to elaborate customized solutions to help you adopt healthy spending habits.
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We also provide guidance on how to leverage and capitalize on debt instruments to acquire assets and generate additionnal income streams.
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Fulfill your engagements
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reassess your indebtness
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Get better interest rates
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Improve your credit score
Pricing
Find convenient and affordable solutions to tackle your financial concerns.
Free Consultation
Your first appointment is on us.
Book today to meet a financial advisor.
Tailored Solutions
Each customer is unique;
So are the solutions we design.
Low Cost
Get the best value for your money .
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02 Weekly appointments
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Planification & expenses tracking
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Premium debt management plan
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Credit score optimization
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$ 999.99 line of credit **
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Extra-hour rate : $ 4.49
34.99$ / Trimester
or
114.99$ / Year
Portfolio management
We work alongside you to define and crush reasonable investment goals, and access the right securities to do so.
Therefore, we help you have a better understanding of how the market works, and what to look for before investing in a company.
We also provide due dilligence as well as insights to manage risks & returns associated with your portfolio.
Portfolio Management plan
Keep your peace of mind by letting professionals manage your investments.
Take advantage of low and competitive management fees & direct your investments as you see fit.
Fixed rate of $ 24.99 per annum.
Plus 5.5% of annual returns on asset under management.
Solutions for Self-Managed portolio
We highlight over a period of time recent news that may impact a company triple bottom line.
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Such events tend to have an incidence on the long and short term valuation of underlying securities