Eastern Townships Wealth
Boutique-style firm promoting independent, competent and customized advice
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Individuals
Customized financial advice with you and your family at the center of everything we do.
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Businesses
Start-ups, growing, mature and businesses ready to transition all have unique needs. We’ll help you navigate the many vehicles available to entrepreneurs.
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Group Plans
Referring & accompanying you with our independent partner for your group insurance and retirement needs.
Financial
Guidance
Improving your relationship with your finances
Cash-Flow Management:
Helping you prioritize & allocate your liquidity to the right vehicle at the right time.
Goal Clarity:
Supporting you in establishing objectives and implementing the strategy to get you there.
Creating a sustainable investment strategy.
One size does not fit all.
We take great pride in tailoring our plans to each client’s unique situation. Investing jargon can be intimidating, so we simplify our explanations to meet you wherever your level of understanding is.
A second opinion can go a long way.
We are proud to offer second opinions on existing portfolios. Our analysis & commentary will evaluate the strengths and weaknesses of your current holdings. Additionally, we can offer recommendations to improve your portfolio – if you appreciate the advice, we make changing institutions efficient & painless.
