Solutions Financières Wallace & VanBolhuis inc.
Languages spoken: English, French, Spanish
Area(s) served: Greater Montreal
Trustworthy advice you can count on
Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.
Custom solutions for every phase in your life
Whether you are at the beginning of your lifelong financial journey, or thinking about settling down, we can help you navigate the evolution of your financial needs. We work with entrepreneurs and business owners to help them grow their companies and achieve their career goals. We’re here to help families grow their wealth and set the next generation up for success. We protect Clients’ assets so they can have peace of mind and enjoy the benefits of all their hard work. We’re here to guide people approaching retirement so they can comfortably enter the next chapter.
We located in Montreal and we would be happy to welcome you into our office. We also offer virtual appointments. Contact us to learn more.
Let’s work together
Our mission
Our goal is to help Clients achieve financial health and peace of mind. We believe that every dream is within reach when you have the right resources. We understand that the world of finance can be complex, and we’re here to simplify it by:
- Defining your financial goals
- Recommending solutions best suited for your needs
- Helping you achieve financial security
Together, we can invest in the strength of your financial future.
Our approach
We will work with you to establish the best financial strategies to help you achieve your short term and long-term goals. We take the time to examine your current situation and constraints so we can create a custom plan so you can feel confident in your future. Your financial journey is our top priority. We are here to establish a trusting and collaborative environment. When you work with us, you have access to our professional experience and wide array of insurance and investment products. We'll give you the guidance so you can take charge of your finances. Wealth management, estate and legacy planning, saving for retirement, we cover it all!
Products and services
Health insurance products
Life insurance products
Saving, budgeting and investing
Stay informed
See more articles1. protecting your wealth
2. dividing your estate
3. providing a tax-free payout
4. protecting your estate
5. diversifying your portfolio
6. providing extra tax-free retirement income
7. funding a buy-sell agreement
8. enabling you to be able to support a cause
Read more about protecting your wealth with life insurance in this article.
1. Protéger votre actif
2. Répartir votre patrimoine
3. Bénéficier du capital-décès libre d’impôt
4. Protéger votre succession
5. Diversifier votre portefeuille
6. Disposer d’un revenu de retraite supplémentaire non imposable
7. Financer une convention d’achat-vente
8. Soutenir une cause
Lisez cet article pour en savoir plus sur la protection de votre actif au moyen d’une assurance-vie.
