• Reach your full potential

    Reach your full potential

  • At the heart of your financial strategies

    At the heart of your financial strategies

  • Secure your financial situation

    Secure your financial situation

  • Reach your financial heights

    Reach your financial heights

  • Your financial

    Your financial "coach"

  • A safekeeper for your assets

    A safekeeper for your assets

Our partners

Savard & Associates Financial Group is a financial services firm registered with the AMF in insurance of persons, group insurance of persons and financial planning.

In addition, to provide a full range of financial services, team members also hold various licenses in other areas of specialization. In doing so, they have secured alliances with outside firms to better serve their clients.


PEAK Financial Group

PEAK Financial Group is our main partner and we are proud to be associated for several years. As a leading independent brokerage firm, PEAK allows us to offer various financial solutions through its various entities: PEAK Investment Services, PEAK Transak and PEAK insurance services.

Founded in 1992, PEAK is now present from east to west, and has nearly 1,300 professional and independent advisors, serving more than 150,000 customers and having over $ 7 billion in assets under management.

 

Mortgage Planners agency

Mortgage Planners is a mortgage agency that negotiates loans tailored to different needs from different banks, credit unions and other financial institutions. Planiprêt favours an independent approach to perform efficient selection of the best mortgage, providing you with the highest quality financing programs available.


Whitemont financial services

Whitemont Financial Services is a financial services firm comprised of actuaries and financial planners. We benefit from their expertise in the conception of advanced financial plans,  in the deep analysis of some pension funds, and much more. They also support our operations by providing administrative support to our team.


Private managers

To meet the specific requirements of some of our high net worth clients, our agreements with private managers contribute to add value to our service offering. Indeed, they provide interesting advantages: fee-based platforms (allowing deductibility for non-registered accounts), reduced management costs, direct and personalized access to portfolio managers, and much more.

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