Your financial success, our priority

We needed the advice of a professional to guide us in our retirement goals and to ensure that our investments were used optimally. From the first meeting, William targeted our needs and put us in confidence. His professionalism and listening skills are remarkable. We highly recommend Ta Planif's services.

My experience with William is absolutely positive. He offers personalized support and ensures to create a tailor-made financial plan that exactly corresponds to the needs and life projects of his clients. The approach is friendly and relaxed, which quickly builds trust and opens the door to discussion and asking the right questions without embarrassment or fear of judgment (especially for someone who doesn't know much about personal finance like me). Communication is easy and follow-up is efficient and well-planned.

Philippe is the financial planner I have been looking for my whole life. Friendly, intelligent, very attentive and well-informed, he adapts to our situation. Among other things, I had questions about US SSA pensions. He did research and persevered until he got the answers which turned out to be positive and beyond my expectations. Using his services will have been my most profitable investment!

Philippe offers an excellent service! He has always been attentive to the needs of my family. He is dedicated, professional and he has a natural talent for popularizing and explaining financial terms. In addition, I am looking forward to my mortgage renewal to receive the

William was a great help with my financial planning. He is very attentive and his advice and proposals are highly personalized and well-suited to my needs as a retiree. It was a pleasure to meet him, and I feel confident in his abilities. I highly recommend him.

Professional, rigorous, patient, warm and very knowledgeable - these are the qualities - rarely found all at once - that we found in Philippe Mainguy-Rochette and which allowed us to trust him. I highly recommend him to anyone who expects high quality service with sound and judicious advice.

William is pragmatic and transparent, and allows himself to openly discuss the various scenarios that are available to us. He was able to grasp our needs and analyze our current financial situation in anticipation of the purchase of a second home, while keeping the focus on our retirement planning. 2023 was a year of positive changes for us and William expertly managed all the financial aspects, putting us at ease with clear goals and results throughout the process. On the lookout for market trends, William is an asset to our success!

I am fully satisfied with the quality of service I received! I found the approach to be very personalized to my needs and I felt that there was a genuine concern to offer me the best products and advice for my situation! Professional, efficient, quick and adequate responses!