Business owner and succession planning
Wealth planning designed specifically for family businesses and consultants. We help you navigate the complexities of corporate wealth, ensuring your business assets are efficiently managed, protected, and ultimately transitioned on your exact timeline.
Multigenerational wealth transfer
Protect your family's wealth with effective estate planning. We guide you through complex withdrawal strategies and tax-efficient structures to ensure your wealth transitions smoothly to the next and future generations while reducing tax costs.
Strategic philanthropy
A fully integrated approach to your wealth
Instead of navigating fragmented advice, we bring every aspect of your financial life together in one place.Whether working alongside your existing professionals or guiding your strategy from the ground up, we unify every piece of your financial picture so you can preserve, grow, and transfer your wealth with confidence.
 | Comprehensive integration Cohesive strategy to align your tax, estate, and corporate financial planning and implementation |
 | Transparent pricing Transparent and straightforward fee structure |
 | Certified professionals As Real Wealth Managers™, we bring advanced training and a dedicated focus on tax efficiency to the unique financial landscapes of business owners and high-net-worth families. |
Trusted by our clients
We let our work speak for itself. Read what our clients have to say.
Our advisory planning process
We make financial security planning complete, intuitive, and simple through a proven five-step process.
Each phase includes regular check-ins and customized recommendations to help you stay on track.
Step 1 | Connect Begin with a meeting to identify your goals, financial circumstances, and desired outcomes. |
Step 2 | Research Our team performs in-depth analysis and financial due diligence based on your priorities. |
Step 3 | Analyze Our team reviews your financial situation and designs optimal tax and wealth strategies. |
Step 4 | Plan presentation Our team presents the plan and discusses strategies for your consideration. |
Step 5 | Continuous review We monitor progress and ensure your plan remains aligned with your goals as they evolve. |
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Desjardins® and related trademarks are trademarks of the Fédération des caisses Desjardins du Québec used under license.
Mutual funds and securities are distributed through Desjardins Financial Security Investments, a trade name used by Worldsource Wealth Management Inc., part of the Desjardins Group.