SAIL TOWARD YOUR GOALS
Octant Wealth Management offers a variety of financial services so that getting to your financial security will be smooth sailing. Our name is a nod to our passion for sailing and to our mission to help our clients adopt a global strategy that offers diversity and insure their estate will grow*
As of October 1st 2018, Octant Wealth Management will have two new addresses.
155, St-Charles Street, suite 7
Vaudreuil-Dorion (QC) J7V 2K9
laval (by appointment)
3090, Le Carrefour Blvd, suite 400
Laval (QC) H7T 2J7
We offer a very broad range of tools and services so you can reach your wealth and estate management goals, whether you wish to protect it or make it grow. You can also benefit from our Private Management program and enjoy our preferential rates.
CRITICAL ILLNESS INSURANCE
CORPORATE INVESTMENT ACCOUNT
RRSP, TFSA, RDSP, HIGH INTEREST SAVINGS ACCOUNT
MAJOR CANADIAN INVESTMENT COMPANIES
(INCLUDING SOCIALLY RESPONSIBLE INVESTING (SRI))
LIFE INSURANCE (TAX SHELTER)
GROUP RETIREMENT PLANS
CORPORATE AND PERSONAL ESTATE AND TRUST PLANNING
MORTAGES AND BANKING SERVICES
Want to know more about our services? Don’t hesitate to contact us for an appointment. The first appointment is free of charge.