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OUR PROCESS

The Stratèges Gestion De Patrimoine Approach:

Our approach is simple: to offer our clients a complete turnkey service based on their objectives and their short, medium- and long-term needs. Our approach is divided into four parts:

ANALYSIS : Stratèges GDP meticulously and conscientiously analyzes your financial data, your personal and professional profile in order to recommend a detailed and precise financial plan.

1

EDUCATION : Stratèges GDP makes it their duty to educate you about your financial situation, various products on the market and industry trends to maximize your understanding of your integrated financial management.

2

FLEXIBILITY : Stratèges GDP has great flexibility in terms of product offering. We can therefore offer you the optimal solutions adapted to your specific situation.

3

FOLLOW-UPS : Stratèges GDP prioritizes thorough and frequent follow-ups to ensure that the implemented solutions are always in alignment with the objectives of your financial plan over the years by considering the various events and changes that may occur during your life.

4

Our partners

Our partners play an important role within our company. Each of them is a key link in our team to allow us to offer our clients a high quality service offered by fine specialists in essential areas related to financial planning. A lawyer, an accountant, a tax expert, a notary, a real estate broker… all have a specific role to play in supporting our clients with their goals. For us, developing solid partnerships means allowing our clients to have a relationship of trust with specialists who will support them with the same passion, the same philosophy and the same values as Stratèges GDP.

Denis Antonelli
Président & Conseiller en assurance

et rentes collectives
(450) 979-2615 poste 300
dantonelli@gcam.ca
www.antonellimorel.com

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Wildo P. Giardini
Président & courtier en assurance de dommages
(514) 694-4161
wgiardini@osborn-lange.com
www.osborn-lange.com

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Équipe Sandra Allard

Sandra Allard

514 448-0973

sandra.allard@planipret.com

Marc-Antoine Bouillon

1 (855) 371-7738 option 1 poste 6
mbouillon@planipret.com

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Courtiers immobiliers
(514) 893-4773

Frédéric Gingras

Maxime Beaulac

Carl Jobin-Shaw

fred@fredetmax.com 
www.fredetmax.com

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Me Mario Beauchamp
Notaire
(450) 622-8876 poste 0
mario@notairesbeauchampcyr.com
www.notairesbeauchampcyr.com

Me Yves-Antoine Audet

Avocat
(450) 622-8876 poste 223
yvesantoine@notairesbeauchampcyr.com
www.notairesbeauchampcyr.com

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Caroline Cloutier-Larouche CPA
(450) 923-1960 poste 240
ccloutier@pratte-imbeault.com
www.pratte-imbeault.com

NOS SERVICES

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INVESTISSEMENTS
ASSURANCE DE PERSONNES
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RÉGIMES DE RETRAITE COLLECTIFS
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ASSURANCE COLLECTIVE
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PLANIFICATION
SUCCESSORALE
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