Wealth Management Group

Gagné Hélène, located in Westmount, QC, offers holistic wealth management services tailored for Canadians and their families. With over 25 years of experience, the team at Gagné Hélène aims to simplify wealth management by helping clients identify and achieve their financial goals amidst the complexities of personal finance. Specializing in providing comprehensive services for various demographics, including business owners, family wealth management, doctors and dentists, individuals entering retirement, surviving spouses, and women seeking financial security, Gagné Hélène offers personalized strategies to navigate the unique financial challenges each group may face. By leveraging their expertise and dedication to delivering expert advice, Gagné Hélène strives to turn clients' financial aspirations into reality. With a commitment to personalized strategies and a client-centered approach, Gagné Hélène aims to make wealth management accessible and understandable for all Canadians seeking financial security. Generated from the website content

The Successful Wealth Approach, led by David Edey, offers personalized financial strategies to help individuals achieve their lifetime financial goals. With over 35 years of experience in the financial planning industry, David specializes in simplifying complex money management, retirement, and estate planning concepts for his diverse clientele, including business owners and retirees. In addition to his advisory services, David is an accomplished author, having written several books on personal finance and investment strategies. His latest work, focused on estate planning and executorship, underscores the importance of proactive planning to ensure family harmony and financial well-being. Generated from the website

Rothenberg Wealth Management, located in Westmount, Quebec, is a distinguished investment firm with over 37 years of experience, providing comprehensive investment solutions and wealth planning services tailored to the unique needs of individuals and families across Canada. Their commitment to being truly independent positions them as a trusted choice for clients from coast to coast, addressing various aspects of financial planning, including investment, retirement, tax, estate legacy, and insurance planning. With a focus on fostering strong client relationships, Rothenberg Wealth Management emphasizes a holistic approach to financial wellness, ensuring that clients feel valued and well-informed about their investments. The firm has successfully built a diverse clientele, from pre-retirees and retirees to business owners, offering personalized advice that caters to each client's aspirations and needs. Generated from the website