WE ARE A
OUR FAMILY AT THE SERVICE OF YOURS
Alliance Financial Services is a financial planning firm dedicated to helping individuals and businesses optimize their overall fiscal and financial affairs. We are focused on providing our clients with customized wealth management and insurance solutions that are tailored to their own needs. Headquartered in Montréal , Québec , we have been proudly serving Canadians since 2007. Our team of certified advisors are knowledgeable in the areas of tax, insurance, investments and estate planning, and are equipped to handle all cases no matter how complex. We take pride in helping our clients, so they can spend less time worrying about their finances and more time doing the things they enjoy.
We Make Your Business Our Business
Subscribing to financial products without having a well thought out plan is not the best approach. Performing thorough due diligence is required before choosing a product that fits best. Working with a professional is the easiest way to ensure that you've covered all the angles and avoid making costly mistakes.
Investing your hard earned money can be stressful, but it doesn't have to be that way. We offer our clients custom tailored portfolios that can grow their savings comfortably over time, and continue to serve them many years into retirement. All client assets are held in their own name at a major Canadian financial institution.
Insurance can play a valuable role in helping you achieve various objectives. Protecting your family and business, tax-sheltering your investments, supplementing your retirement income and maximizing the transfer of wealth to your estate are a few examples. Talk to one of our experts today to find out more.
Most of us have to borrow money at some point in our lives. Whether it's for buying a home or making a contribution to a retirement savings plan, the right financing plan can help in achieving those goals. We offer our clients access to many major Canadian lenders and can help them get the right plan for their needs.
A healthy and productive workforce is the key to any business's success. A group benefits plan ensures that your employees have quick access to private health services, saving them costly time off of work. We offer our clients group benefit plans that make sense for their business. All plans are provided by a major Canadian insurer.
Quebec companies with five or more employees are required by law to offer their members a group savings program. We provide our clients with group savings plan solutions that fit the needs of both their business and their employees. All plans are held and administered by a major Canadian financial institution.
All Client Assets Are Held at a Major Canadian Financial Institution