If you’re sitting on corporate cash, juggling multiple accounts, and thinking about the next phase—growth, sale, retirement, legacy—your portfolio can’t be a standalone “investment account.”
It has to connect. To taxes. To how you pay yourself. To your holdco. To your estate plan. To the day you stop working, and the day your family inherits everything.
In Terrebonne, and across Montreal’s North Shore, Laval, and the Island of Montreal, we work with owners who don’t want an investment advisor chasing headlines. They want a plan that makes the money usable, defensible, and intentional.
At Giannone, Joncas & Associates Private Wealth Management, we see investment planning as one part of a much bigger system.