The best financial investments for your budget

Our Quebec-based financial advisors analyze your needs to maximize your investment portfolio.

analyse-besoins-placements-actif-santé-financière

Would you like to invest in securities?

Choosing the best financial investment depends on your objectives and risk tolerance. It’s important to know your experience in investing, stock market trading and budget management before we can suggest the best investment strategy or portfolio for your objectives.

Whether you’re a beginner, intermediate or expert in managing your finances, our investment advisors are distinguished by their in-depth knowledge of economics and global financial history.

investir-en-bourse-actif-santé-financière

Would you like to invest in securities?

Choosing the best financial investment depends on your objectives and risk tolerance. It’s important to know your experience in investing, stock market trading and budget management before we can suggest the best investment strategy or portfolio for your objectives.

Whether you’re a beginner, intermediate or expert in managing your finances, our investment advisors are distinguished by their in-depth knowledge of economics and global financial history.

To develop your investment strategy according to your situation,

at the same time, we have to anticipate financial trends and keep abreast of the latest financial news in Quebec and around the world.

Our advisors are.

How can you maximize your financial investments?

P

By understanding your overall investment strategy to ensure you get the best investments for your situation.

P

The thoroughness with which our financial advisors follow up with you testifies to our commitment and extensive experience.

Our in-house policy guarantees

a minimum of 3 contacts per year to provide you with an accurate picture of your financial situation. This may involve a meeting or a call to make sure you know exactly how your finances and investments are doing.

conseiller-financier-actif-santé-financière

A marked difference in the approach of Actif santé financière advisors

In addition to organizing and structuring your investments, we firmly believe that your financial health depends on understanding your investments. Our explanations are clear, so you can make informed decisions.

A large part of our role is to explain why we recommend one investment over another.

You become the main player in your finances.