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Independent financial planning. No financial products to sell.
Objective advice for individuals, professionals, and entrepreneurs. Specialized expertise for doctors and their professional associations.
The Financial Advisor is the rational and educational professional you need!
The Financist offers independent, fee-based financial planning for individuals, professionals, and entrepreneurs who want to make better financial decisions without having to entrust the management of their investments.
Our approach covers all aspects of your situation: taxation, investments, retirement, insurance, estate planning, family projects, and corporate realities. We offer specialized expertise to physicians and incorporated professionals, whose situations often require integrated personal and corporate planning.
No financial products to sell. No assets to transfer.
Only objective, rigorous advice tailored to your situation.
2018
our year of creation
100%
independent
12 years old
of experiences
Planification financière
Philosophie
Your financial planner (and their team)
Michel Lefebvre B.Sc., Pl. Fin.
Independent Financial Planner
Future team member
Independent Financial Planner
Consultants in well-being optimization and personal development
The entire management team
Whether in my role as a financial planner, family man, spouse, or weekend athlete, I constantly seek to push my limits and work to become a better person every day!
A top-notch financial planner!
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