Our Expertise
Wealth Management
Do you want to build wealth to meet your future goals such as retirement? Want to convert your wealth into tax-efficient retirement income? Do you want to transfer your wealth to the next generation?
To achieve your goals, Savaria | Chabot’s wealth management adopts a long-term vision which encompasses all aspects of financial planning: insurance, finance, investments, taxation, retirement, inheritance to name a few.
Financial planning
You want to rationalize your finances, reduce your debt, plan your children’s studies, and achieve financial independence?
Financial planning at Savaria | Chabot incorporates an overview as well as an objective analysis of your financial situation and proposes a detailed action plan to grow your wealth, give you the ability to achieve your goals and ensure financial independence.
Investments
Do you want to grow your assets and grow your wealth? You need a savings and investment strategy.
Portfolio management at Savaria | Chabot is about establishing with you an investment strategy that matches your investor profile, that takes into account your cash needs, that has a long-term horizon and that takes into account the tax impacts of your decisions.
Grow your assets with our financial services now!
Contact us
- 3400, de l'Éclipse Street, Suite 810 Brossard, QC, J4Z 0P3
- 514 562-9771
- 450 672-3510 ext. 266
- info@savariachabot.com
- Monday to Friday 8:30 a.m. to 5 p.m.