Welcome to Giannone, Joncas & Associates
Private Wealth Management
Located in Terrebone, Quebec, our team is comprised of seasoned financial planners who are recognized by the Institut québécois de planification financière (IQPF) and who work hand-in-hand with your business partners (tax specialists, accountants, notaries, lawyers, etc.) to grow your assets and preserve your wealth.
Who we help
We work with clients who have enjoyed success and built substantial wealth. We help define near and longer-term strategies to maximize financial well-being, minimize taxes and ensure our clients are able to take care of the things that matter most to them.
What we do
Our team has more than 29 years combined experience in financial services, and our expertise is complemented by that of IG’s in-house tax, estate, insurance, mortgage and advanced financial planning professionals. Working together, we create a tailored strategy for your fiscal well-being that looks at every aspect of your financial life — a living plan that evolves as your circumstances change over time. Because we know that, in the big picture, every little detail matters.
Business succession planning
You have spent years building a successful business. When it’s time to transfer ownership, whether to a third party or a family member, we can help make sure it’s positioned for continued success, and that you will be able to unlock and benefit from the value you created.
What our clients say
Entrepreneur, near my retirement, I didn't have a plan and didn't know where to start. My worry dissipated when I met Nick and his team. They accompanied me in my personal and professional process in order to put everything in place. Over time, we drew a future created in my image. I now trust them and I have complete confidence in my future.
Laurent M., Entrepreneur