Our Expertise

Discover our approach, our solutions and our financial services today.

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.


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!

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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