Independent, bilingual, and always in your corner.
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Our Story
A family-run, bilingual practice built on a simple belief: the best financial guidance comes from someone who truly knows you.
Over three decades and more than a thousand clients later, one belief still defines us: real financial guidance comes from a real relationship — not a 1-800 number. We've sat at boardroom tables and kitchen tables alike, and we bring the same care to both.
What We Stand For
We're not tied to any single insurer or fund company. We shop the market and recommend what's genuinely right for you — full stop.
You'll always talk to someone who knows your name and your story. We're here for the long term, through every milestone and market.
Based in Montreal, serving clients in English and French across Quebec and Canada. We understand the local landscape because we live it.
Meet the Team
With over three decades in Canadian financial services, Felice is a recognized expert in insurance, retirement and estate strategy, corporate structures, and investment portfolios. He holds two of the industry's most respected designations.
Beyond his client work, Felice has spent years teaching and mentoring the next generation of financial planners and has served on professional disciplinary committees — a reflection of his commitment to integrity in the profession.
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 communication, Samantha is committed to making every client — regardless of their background — feel informed, valued, and understood.
Let's Talk
Whether you're just getting started or rethinking a plan you already have, we'd be glad to meet you.
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