Charles-Olivier Ledoux

Working in the financial field since 2011, Charles-Olivier's mission is to educate, advise, and support clients in achieving financial independence. With his team, he helps professionals, business owners, and families in Quebec who have a certain level of complexity by building a clear and personalized financial plan. His approach with integrated planning is to take the time to understand the reality, goals, and expectations of clients in order to optimize, grow, and protect their wealth. Discussed areas: Legal aspects, personal insurance, finance, taxation, investments, retirement, estate planning.