An accessible and proactive team means your heritage is in good hands.

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OUR SERVICES
Building Your Wealth
- Wealth Management

Build or grow your wealth

— Financial Plan

— Investment Strategies

— Ongoing Support

BUILD YOUR WEALTH

Retirees and Pre-Retirees
- Wealth Management

Maximize your retirement income

— Financial Plan

— Personalized Strategy

— Ongoing Support

RETIREES AND PRE-RETIREES

Insurance

Get the best insurance solutions

— Life and Critical Illness Insurance

— Disability Insurance

— Insurance Strategies

INSURANCE

Investment Loans

Use financial leverage to your advantage

— Investment Loan Strategies

— Integration into Your Financial Plan

— Ongoing Support

INVESTMENT LOANS

Accumulate Up To

2.3 Times MORE*

A study has shown that investors who work with an advisor for more than 15 years
can accumulate 2.3 times more wealth.

THE VOTRE PLAN TEAM

The perfect balance between creativity and security

ABOUT THE TEAM

Accessible advisors who demonstrate creativity in growing your assets, while maintaining a constant watch on your portfolio’s performance.
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PARTNERS

A solid track record

Mica Capital

 

Let's discuss your financial goals!

Schedule a free 30-minute consultation to discuss your financial goals and the investment strategies available to you.
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The Votre Plan team is affiliated with the dealer MICA Capital Inc. Because it is independent of financial institutions, MICA offers some of the most flexible and diversified investment solutions on the market.

LEARN MORE ABOUT MICA
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*Source: More on the Value of Financial Advisors, by Claude Montmarquette and Alexandre Prud’Homme, CIRANO, © March 2020. Average households that retain the services of a financial advisor for at least 15 years accumulate 2.3 times more assets than "comparable" average households that do not use an advisor.

2 Only mutual fund activities conducted through MICA Capital Inc. are regulated by CIRO. Insurance services are subject to a separate regulatory framework. These services are neither regulated by CIRO nor covered by the CIPF protection.