Welcome to Giannone, Joncas & Associates
Private Wealth Management

You can have a high net worth, own multiple companies, hold millions in corporate cash or real estate and still feel trapped.

You’ve created real value, but no one has clearly shown you how to use it without tax friction, missed opportunities, or unintended consequences.
At Giannone, Joncas & Associates Private Wealth Management, we help you move from “successful on paper” to confident in real life.

Based in Terrebonne and serving Montreal’s North Shore, Laval, and the broader Montreal region, we act as the steady hand that brings your entire financial world into alignment, so wealth supports your life, not the other way around.

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Built for real operating businesses

We specialize in working with business owners: particularly owners in manufacturing and food-related businesses. These are complex, capital-intensive companies with payrolls, partners, inventory, and long planning horizons.

As financial planners for business owners and entrepreneurs, we understand how corporate cash, real estate, succession, and personal income decisions interact.

That depth matters when your decisions ripple across family, company, and legacy at the same time.

Your white glove service

You should not be the messenger between your accountant, lawyer, tax specialist, and investment advisor. We take on that role for you.

As your central coordinator (your chef d’orchestre) we work directly with your existing professionals to ensure every strategy points in the same direction. You get fewer meetings, fewer contradictions, and far more confidence that nothing is being missed.

Who we help

We work with people whose lives don’t fit neatly into templates. Our role is to bring clarity, coordination, and calm to situations where a lot is at stake.  

Financial planning for business owners and entrepreneurs

Financial planning for executives

Financial planning for manufacturing businesses

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What we do

If you’re ready to stop guessing how free you really are, and start living with intention, we’re ready to help you map the way forward.

Business succession planning

Whether succession is years away or quietly approaching, we help you prepare early. That means aligning ownership, family intentions, tax strategy, and personal freedom, so transition happens on your terms, not in a rush.

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Business succession planning 

Investment planning 

Retirement planning 

Tax planning 

Insurance planning 

Mortgages and cashflow planning 

Estate and legacy planning 

Charitable giving 

IG Private Company Advisory 

 

Planning that looks beyond your lifetime

High-net-worth financial planning is not just about growing wealth. It’s about transferring it well.

We place strong emphasis on tax efficiency at death, intergenerational wealth transfer, and preparing your children for responsibility, not just inheritance. We routinely work with two and three generations at once, educating, guiding, and protecting the family as a whole.

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