
Not sure where to start?
Our planners are here to listen to your needs and guide you to the right solutions from your very first call. Call us to schedule a meeting.
For us, wealth management is about helping individuals, families or business owners build, protect and transfer wealth.
Retirement planning can be a headache. You’ll need money, but how much? Our advice will make all the difference.
Our financial advice will help you realize your personal projects.
We’ll develop an investment strategy tailored to your needs to help your agent grow.
Savaria|Chabot will provide you with an estate plan to ensure a harmonious and tax-efficient transfer of your assets, whether during your lifetime or upon your death.
Whether you want to optimize your after-tax income, take advantage of tax deductions and credits, make the most of tax systems or optimize your registered and non-registered portfolios, the experts at Savaria|Chabot will suggest the best tax solutions for your situation.
Wealth management at Savaria|Chabot covers all aspects of financial planning, including liquidity, debt, taxation, investments, risk management, retirement and succession.
Our planners are here to listen to your needs and guide you to the right solutions from your very first call. Call us to schedule a meeting.