Build | Protect | Leave a legacy
with confidence
our mission
Helping you achieve your vision of financial well-being at every stage of life
AN APPROACH THAT REFLECTS OUR VALUES
Building a legacy is no simple task. It requires having a clear idea of your outlook, your desired future and a dynamic plan that can adapt to each stage of your life. Why not make this seemingly tedious process simple?
We offer personalized consulting services focusing first and foremost on listening and respect. Once your situation and objectives have been identified, we will conduct a financial needs analysis and objectively propose solutions and an action plan tailored to your situation.
Our approach is based on collaboration, transparency and sharing knowledge so that you can make informed decisions. Through our rigorous process, our integrity and impartiality, we build solid business relationships that last, founded on trust. We believe these conditions are essential to help you reach your full financial potential.
OUR CONSULTING SERVICES
Our independent approach to consulting services emphasizes the importance of listening to you in order to develop a plan and strategies based on your priorities.
INSURANCE
Protect yourself against financial loss due to death, disability or critical illness. Manage these financial risks through mortgage, life, health, disability, critical illness or long-term care insurance.
SAVINGS
Manage your cash and savings. Subscribe to tax-advantaged plans such as a Registered Education Savings Plan (RESP), Registered Retirement Savings Plan (RRSP), Tax-Free Savings Account (TFSA) or Registered Disability Savings Plan (RDSP).
INVESTMENTS
We offer a diversified range of financial products to meet your needs: Mutual funds*, segregated funds, guaranteed investments, private management, banking products, annuities, etc.
*Via MICA Capital inc.
TAXATION
Minimizing your tax burden or that of your company, particularly income tax, is a priority in our approach to wealth management.
ESTATE
We’ll help you set up the necessary tools for a tax-efficient transfer of your personal and business assets, always in keeping with your values and wishes.
PERSONAL OR COMMERCIAL LOANS
Get advice from independent experts to assist you in debt consolidation, refinancing, or obtaining a mortgage or commercial loan.
GET INFORMED
Get a clear picture of the main issues in your personal finances
Disability creates poverty. How?
by Jacinthe Collin, Financial Security Advisor You have disability coverage! That’s great! Is your coverage appropriate for your situation? We've all heard horror stories. When a disability occurs, either the person has no coverage in the event of an accident or...
Contact Us
7900 Pierre-Bertrand Blvd.,
Suite 300 Quebec City, Quebec G2J 0C5
melanie@pelletiergp.com
Tel: 418 622-6422 #215
Cell: 418 570-4046