Montréal-Based — Serving Clients Across Canada
Torre Financial is a Montréal-based financial services firm serving clients across Canada — combining over 40 years of expertise in insurance, investments, and group benefits with a holistic, personalized approach built for every stage of your life.
About Torre Financial
We believe financial planning should be deeply personal. At Torre Financial, we take a holistic approach — looking at your complete financial picture and building a customized strategy around your goals, your family, and your future.
Holistic Planning. We don't sell products — we build complete financial strategies that integrate insurance, investments, and group benefits into one coherent plan.
Long-Term Relationships. We walk alongside you as your life evolves. We're not here for the transaction — we're here for the journey.
Education & Transparency. We empower clients to understand their finances, make informed decisions, and feel confident about their financial future.
Fully Independent. We're not tied to any single insurer or investment firm. We shop the entire market to find the right solution for you.
We Work With
With decades of leadership in the financial services industry, Felice brings deep expertise in insurance, retirement and estate planning, corporate financial structures, and investment strategies. He has served on professional disciplinary committees and has spent years teaching and mentoring the next generation of financial advisors.
His practice is rooted in ethics, long-term relationships, and a genuine commitment to each client's financial well-being — with expertise spanning personal, corporate, and group financial planning.
Samantha brings a powerful combination of analytical thinking and a genuinely human approach to financial planning. With a background in mathematics and education, she translates complex financial concepts into clear, accessible guidance that empowers clients to make confident decisions about their future.
Passionate about financial literacy and client communication, Samantha is committed to making every client — regardless of their background or financial experience — feel informed, valued, and understood.
Our Services
Three core pillars — insurance, group benefits, and investments — delivered as a unified, personalized strategy built around your life and your goals.
Protect your income, your family, and your future from the unexpected. Whether you are an individual, a parent, a professional, or a business owner, Torre Financial creates customized insurance strategies tailored specifically to your life.
Design customized employee benefit plans that help businesses attract top talent, improve retention, and support long-term workforce stability. We serve small businesses, growing companies, established corporations, and professional firms.
Build long-term financial growth through personalized investment strategies and complete financial planning. We examine your full financial picture before building a strategy designed to grow and protect your wealth through every stage of life.
Who We Serve
Whether you are just starting out, building a business, raising a family, or planning for retirement — Torre Financial is here to guide you at every stage.
Protect your income, your loved ones, and your long-term financial future. We build personal coverage plans and investment strategies that grow alongside your life.
Protect your business, your key people, and your corporate wealth. We specialize in insurance and investment structures designed for incorporated professionals and entrepreneurs.
Comprehensive group benefit plans that make your workplace more competitive and your team more secure — designed for businesses of every size.
Doctors, lawyers, accountants, executives, and incorporated professionals — sophisticated, tax-efficient strategies that match the complexity of your financial life.
Book a Consultation
Schedule a free, no-obligation consultation with Felice or Samantha. No jargon, no pressure — just a genuine conversation about your financial goals and how we can help you achieve them.
Select a date and time that works for you using our online scheduler.
Share a few details so we can prepare the most relevant guidance for your situation.
Connect with Felice or Samantha by phone, video, or in person in Montréal.
Walk away with a clear, personalized financial roadmap built around your goals.
Or email us: info@torrefinancial.ca
Contact Us
Reach out with any questions or to start a conversation. We respond promptly and always in your preferred language.