PAUL DUMONT

The phrase “treat your body like a temple” is a six-word guide to living a healthy lifestyle–but what about healthy finances? A well-designed plan for your financial future is an integral part of building the life you want for yourself and your family. So, what could you gain by getting your financial house in order? Achieve peace of mind knowing your finances are well-kept.

As your life changes, so do your financial needs. Therefore, your house will need occasional remodeling. As experienced Certified Financial Planner professionals, my team and I will help build a strong foundation for your financial home, making certain you feel secure and comfortable along the way.

With a personalized approach, we provide custom solutions to your unique situation. Working with a multitude of regional IG specialists and over 20 years of expertise in managing over 57M in assets*, we work with you to establish a plan suitable to your needs and accommodating of all your preferences.

Whether you are a professional, business owner, or family looking to accumulate or preserve wealth — we are committed to providing you with the very best advice, products, services and resources. We are also proud to offer our financial services in both English and French, serving a diversified clientele and encompassing many industries.