Portfolio management

Independent financial services firm

A carefully designed investment portfolio to help you achieve your goals.

Are you looking to optimize the returns on your investments? Do you want to invest in the right plan that will allow you to manage your financial risks and minimize taxes? Entrust us with the management of your investments.

As independent representatives, we have access to a wide range of investment funds and are not limited to offering in-house products.

We understand the importance of maximizing your returns while minimizing the costs associated with managing your investments. To achieve this, we use a combination of passive and active management strategies to build portfolios that offer diversified exposure to a variety of assets. This approach allows our clients to benefit from a robust and resilient portfolio in the face of market fluctuations, increasing their chances of achieving superior long-term returns.

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Optimal performance

Take advantage of superior long-term growth potential through carefully selected investments.

Risk reduction

Diversification across regions, market capitalizations, and investment styles to achieve an optimal balance between return and risk, ensuring prudent and effective management of your investments.

Reduced management fees

A combination of passive and active management strategies that allows us to offer low-cost portfolios without compromising the quality of our services.

Tax optimization

Minimize the tax impact on your investments, allowing you to keep more money in your pocket.

Who are our clients?

Our clients are individuals aged 40 and above who are seeking a long-term relationship and independent advice, with investment assets exceeding $150,000. Their goals include:

Planning for their retirement
Optimizing their financial situation
Tax planning
Professional investment management

*Nous travaillons exclusivement avec des clients ouverts à nous confier la gestion de leurs actifs.

A more peaceful retirement through our portfolio management

Prepare for a fulfilling retirement with our personalized portfolio management. Maximize your returns, minimize risks, and envision the future with confidence. Our team of portfolio management experts is here to help you achieve a harmonious balance between performance and security, ensuring financial stability during your retirement years.
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By partnering with us, you'll receive regular monitoring of your investments, personalized advice, and frequent updates on your portfolio's progress. We are committed to supporting you throughout your financial journey, helping you make informed decisions.

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Testimonials

We place our clients' needs and expectations at the center of all our decisions and actions. We are committed to providing them with tailored solutions that meet their specific needs.

Check out our 90 Google reviews

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.

Amélie P.

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.

Maxime R.

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!

Diane C.

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

Philippe S.

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.

Lucie T.

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.

Lison-Nathalie G.

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!

Dave B.

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!

Noemie L.

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