TheSavaria Chabot

A structured process to optimize your wealth

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Or call us at 514-562-9771

Achieve your financial goals

For us, wealth management is about helping individuals, families or business owners build, protect and transfer wealth.

Preparing for retirement

Retirement planning can be a headache. You’ll need money, but how much? Our advice will make all the difference.

Realize a personal project

Our financial advice will help you realize your personal projects.

Grow my money

We’ll develop an investment strategy tailored to your needs to help your agent grow.

Protecting my family and loved ones

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.

Tax savings

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.

Managing my family wealth

Wealth management at Savaria|Chabot covers all aspects of financial planning, including liquidity, debt, taxation, investments, risk management, retirement and succession.

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.

Testimonials from our customers

The Savaria|Chabot team stands out for its availability, its attentiveness to their customers' needs and its professional, high-quality service. I recommend them without hesitation.
Dre. Vicky St-Jacques
Savaria|Chabot allowed me to concentrate on my professional career and leave the sound management of my financial assets to them.
Dre. Sarah-Emmanuelle Daoust
Working with Frédéric and François is a charm. The team was able to advise us with excellent insurance and investment strategies for our business and personal needs. Thanks to the entire team.
Louis Lachapelle
Président, Avantages Plus
François and Frédéric have been available to our company for many years, and their knowledge of tax, accounting and financial strategy has served us very well. Their advice and experience have enabled us to make sound decisions. Thank you both!
Jean-Sébastien Masterson

Our Partners

Years ago, the paths of businessmen François Savaria and Frédéric Chabot crossed paths. They joined forces to create a wealth management firm. Distinctive for their customer service, personalized approach and their experience in planning, investing and financial advice

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