Montréal-Based — Serving Clients Across Canada

Protecting Today, Building Tomorrow.

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.

Independent Advisors
English • French • Italian
AMF Licensed
40+ Years Combined Experience
Montreal Skyline
40+
Years Combined
500+
Clients Served
100%
Independent

About Torre Financial

A Different Kind of Financial Partner

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

IndividualsFamilies Young ProfessionalsBusiness Owners Self-EmployedProfessionals CorporationsRetirees High-Net-Worth
FT
Felice Torre
Senior Financial Advisor
CFP — Certified Financial Planner CLU — Chartered Life Underwriter

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.

English French Italian
ST
Samantha Torre
Financial Security Advisor

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.

English French Italian

Our Services

A Complete Financial Services Firm

Three core pillars — insurance, group benefits, and investments — delivered as a unified, personalized strategy built around your life and your goals.

01

Life, Disability & Critical Illness Insurance

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.

  • Term Life Insurance
  • Permanent Life Insurance
  • Disability Insurance
  • Critical Illness Insurance
  • Individual Health Insurance
  • Mortgage Protection
  • Key Person Insurance
  • Business Protection Strategies
Get a Quote →
02

Group Insurance & Employee Benefits

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.

  • Group Health & Dental
  • Group Life & Disability
  • Executive Benefits
  • Employee Assistance Programs (EAP)
  • Pro-Assistance Services
  • Group Retirement Solutions
  • Health Spending Accounts
Get a Quote →
03

Investment & Wealth Planning

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.

  • TFSA & RRSP Planning
  • RESP Planning
  • Retirement Planning
  • Corporate Investment Planning
  • Wealth Accumulation Strategies
  • Tax-Efficient Planning
  • Financial Goal Mapping
Book a Consultation →

Who We Serve

Advice Built Around Your Life

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.

01

Individuals & Families

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.

Life InsuranceDisabilityCritical IllnessHealth InsuranceRRSP / TFSARESPRetirement
02

Business Owners & Entrepreneurs

Protect your business, your key people, and your corporate wealth. We specialize in insurance and investment structures designed for incorporated professionals and entrepreneurs.

Key Person InsuranceBuy-Sell CoverageCorporate InvestingSuccession Planning
03

Employees & Group Plans

Comprehensive group benefit plans that make your workplace more competitive and your team more secure — designed for businesses of every size.

Group HealthDentalShort & Long-Term DisabilityEAP
04

Professionals & High-Net-Worth

Doctors, lawyers, accountants, executives, and incorporated professionals — sophisticated, tax-efficient strategies that match the complexity of your financial life.

Incorporation PlanningTax-Efficient InvestingWealth TransferEstate Planning

Book a Consultation

Let's Build Your Financial Plan

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.

1

Choose Your Time

Select a date and time that works for you using our online scheduler.

2

Tell Us About Yourself

Share a few details so we can prepare the most relevant guidance for your situation.

3

Meet Your Advisor

Connect with Felice or Samantha by phone, video, or in person in Montréal.

4

Receive Your Plan

Walk away with a clear, personalized financial roadmap built around your goals.

Schedule Your Free Consultation
Connect your Calendly account to enable live online booking directly on this page.
Request an Appointment

Or email us: info@torrefinancial.ca

Montreal Skyline
Financière Torre Financial — Montréal, Québec

Your Future Deserves a Real Plan.

Whether you're protecting your family, growing your business, or preparing for retirement — Torre Financial is here to guide you every step of the way.

Book a Free Consultation Send Us a Message

Contact Us

We'd Love to Hear From You

Reach out with any questions or to start a conversation. We respond promptly and always in your preferred language.

Location
Montréal, Québec, Canada
Languages
We serve clients in English, French & Italian.
Nous vous servons en français, en anglais et en italien.
FT
Our Advisors
Felice Torre, CFP, CLU
Samantha Torre

Your message will be sent directly to info@torrefinancial.ca