ESSOR Wealth Management is a private company under Canadian control, and haggle with Excel Financial Group for mutual funds, and the CMA Group for segregated funds and insurance.
ESSOR Wealth Management is a financial services broker that offers all the products available in Canada. We started our business in 2000 with a team of 5 people. Today we are a team of 18 professionals at your service.
Throughout these years, our growth was based on the satisfaction of our customers and their recommendations to their relatives, as well as four acquisitions of customers.
Today, more than 10,000 customers trust ESSOR Wealth Management and we entrust the management of their heritage.
ESSOR Wealth Management a financial services firm ethical values recognized in Quebec.
Our job is to maximize the financial success of our clients with financial solutions supported by innovative technologies and methods.
Our business model, “brokerage”, allows us to offer solutions to meet all your financial needs throughout your life, excluding the checking account.
We have no product home. We are a real estate agent, allowing us complete transparency towards you.
Your advantage is to get us the best financial solutions at the lowest cost, in addition to support you a solid financial expertise in four disciplines:
- Personal Insurance
- Collective insurance
- Financial planning
Our customers have thus access to the best financial products in the industry, both in investment in life insurance and annuities collectives.Ils understand the benefits of recommending ESSOR Wealth Management to their families and friends, because we are transparent, governed by a code of ethics and frequently meet with our clients.
Our personalized service, including meetings with our specialists, you will obtain clear and precise answers to your financial situation for your peace of esprit.Vous will therefore understand, so we provide all financial products available. ESSOR Wealth Management aims to be a key partner in your life!
ESSOR Wealth Management and financial security advisors are governed under the laws and regulations under l’Autorité des marchés financiers (AMF), and the Chambre de Sécurité; Financière (CSF). Financial planners who practice at ESSOR Wealth Management are under the supervision of l’Institut québécois de planification de planification financière (IQPF).
Trust ESSOR Wealth Management, for the rest … We’re on it!