Your vision, with our know-how to achieve it…

Whether for personal or corporate needs, our team will be able to support you and establish a financial plan that will benefit every aspect of your wealth.

Our clients are the raison d’être of our firm; each client is at the centre our business model. Over the years, we have specialized in certain areas in order to position ourselves as experts in our clients’ respective fields to better meet their needs and analyze their situation in depth. Our main objective is to support our clients at every stage of their life in order to ensure growth in their wealth and financial sustainability.

OUR MAIN AREAS OF EXPERTISE ARE

  • Entrepreneurs
  • Business owners
  • Senior leaders
  • Companies
  • Health professionals
  • Professionals
Contact us

OUR MAIN AREAS OF EXPERTISE ARE

  • Entrepreneurs
  • Business owners
  • Senior leaders
  • Companies
  • Health professionals
  • Professionals
Contact us

NEED: FINANCIAL COMPONENT

  • Debt repayment strategy
  • Life insurance and critical illness insurance (tax exemption strategy)
  • Financing for shareholder buyback agreement
  • Strategy for selling and repurchasing shares in the event of death or disability
  • Funded insurance strategy
  • Accumulation of liquidity, constitution of an emergency fund
  • Individual needs analysis – disability, life and critical illness insurance solutions
  • Minimization of financial losses and risk management
  • Investment strategy between mutual funds & segregated funds
  • Retirement planning
  • Tax-beneficial life and critical illness insurance strategy for the individual and the company
  • Tax-effective investment strategy (individual and company)
  • Individual pension plan for shareholders
Contact us

NEED: FINANCIAL COMPONENT

  • Debt repayment strategy
  • Life insurance and critical illness insurance (tax exemption strategy)
  • Financing for shareholder buyback agreement
  • Strategy for selling and repurchasing shares in the event of death or disability
  • Funded insurance strategy
  • Accumulation of liquidity, constitution of an emergency fund
  • Individual needs analysis – disability, life and critical illness insurance solutions
  • Minimization of financial losses and risk management
  • Investment strategy between mutual funds & segregated funds
  • Retirement planning
  • Tax-beneficial life and critical illness insurance strategy for the individual and the company
  • Tax-effective investment strategy (individual and company)
  • Individual pension plan for shareholders
Contact us

NEEDS: TAX AND ESTATE COMPONENT

Services offered through our strategic partners

  • Support and consulting on compensation (salary versus dividends)
  • Development of corporate tax strategies
  • Incorporation process
  • Estate freeze and business transfer strategy
  • Strategy to reduce the tax burden of a company
  • Planned donations
  • Intergenerational wealth transfer
  • Estate equity between the children
Contact us

NEEDS: TAX AND ESTATE COMPONENT

Services offered through our strategic partners

  • Support and consulting on compensation (salary versus dividends)
  • Development of corporate tax strategies
  • Incorporation process
  • Estate freeze and business transfer strategy
  • Strategy to reduce the tax burden of a company
  • Planned donations
  • Intergenerational wealth transfer
  • Estate equity between the children
Contact us

OUR SATISFIED CLIENTS

“We got in touch with Stratèges Gestion de Patrimoine for our life insurance and wealth management needs and we were charmed by their warm and human-centred approach as well as their availability. Alexe went out of her way to adjust to our busy schedule and to respond quickly to our needs. We greatly appreciated her frank and personalized advice.”

Daphnée Beauchamp, lawyer & Anthony Richard, engineer

“I’m self-employed, and Alexe has been very helpful in organizing and planning my investments, as well as choosing insurance that suits my needs. She is professional, dedicated and offers personalized service. I am completely satisfied with the service I received and I recommend Stratèges Gestion de Patrimoine without hesitation.”

Nadia Martin, speech therapist

“I’m proud to provide my testimonial of a professional relationship of several years and my gratitude for the judicious and accurate advice in the management of my investment portfolio; a confidence that has developed over the years and shows a promising future.”

Claude Lapierre CPA,CA, Premier Vice-President, Finance & Technologies, Fleury-Michon Amérique

“I highly recommend Alexe Audet as a financial advisor. She listens to her clients and their needs. She performs regular follow-ups in order to best meet the financial needs of her clients. She is very organized and takes the time to fully explain the various financial concepts to maximize her clients’ understanding.”

Alexandra Gratton, chiropractor

« I am extremely pleased with my client-advisor relationship with Yves St-Denis. In addition to being excellent in his field, Yves is sensitive and attentive to my needs. He takes the time to respond to all my questions and he makes sure to fully understand me and my needs. His professionalism and work ethic are the reasons why I choose him to handle my finances and those of my family. Whenever I can, I refer him without hesitation.»

Katrine Landry, Osteopath

OUR SERVICES

Stratèges Gestion De Patrimoine specializes in five main areas of financial security. Discover each of them!

Do you have any questions?

CONTACT US

Do you have any questions?

CONTACT US