PLANNING A SUSTAINABLE HERITAGE

TREAT YOURSELF TO PEACE OF MIND WITH AN EXPERT WHO DEVELOPS AN OPTIMAL FINANCIAL PLAN FOR YOU, AND ENSURES ITS IMPLEMENTATION, WHICH EXCEEDS YOUR GOALS.

I have worked in the financial field for over 25 years. I studied at Laval University and obtained my title of financial planner from the IQPF in 1999, and have since worked to support individual investors, entrepreneurs and business owners in their planning process.

I completed my Securities Trading course in 2001. I am affiliated with the Institut québécois en planification financière (IQPF) and registered with the l’Autorité des marchés financiers (AMF). My approach is comprehensive, professional and confidential

A PERSONALIZED
SERVICE

  • A single person analyzes your overall situation and meets all your needs
  • Advice according to your situation
  • Time spent on your finances
  • Review of your investment portfolio
  • Access to a network of experts in all financial fields

« I offer comprehensive financial planning to exceed your goals, protect your assets and anticipate your wealth transfer. »

  • Be financially independent
  • Protect your loved ones
  • Ensure your succession
  • Preserve your heritage
  • Enjoy a retirement without financial worries

| MY APPROACH

GET A COMPLETE ANALYSIS OF YOUR PERSONAL AND FINANCIAL SITUATION.

Build an optimal plan and move easily onto a solid implementation which meets and exceeds your goals.

CREATE AN INVESTMENT PLAN BY CHOOSING THE BEST OPTIONS AVAILABLE TO YOU.

Have a personalized investment structure that aims to minimize your risks while maximizing your return and liquidity, for a comfortable retirement and general enrichment.

TAKE ADVANTAGE OF A FINANCIAL PACKAGE TO MEET YOUR SHORT, MEDIUM AND LONG-TERM NEEDS.

Maximize the use of financing to create enrichment strategies while maximizing tax deductions and minimizing taxes.

PROTECT YOUR FAMILY AND LOVED ONES – YOUR ASSETS

Reassess your current insurance coverage, review or draft legal documents, such as a marriage contract, a will, an incapacity mandate, a shareholder agreement, etc., to ensure a protection structure adapted to your situation in the event of premature death, incapacity, disability, or serious illness.

| FIELDS OF EXPERTISE

  • Wealth Management
  • Investment
  • Taxation
  • Retirement Planning
  • Legal Aspects
  • Succession and Insurance

| TESTIMONIAL

Très professionnelle, Nancy est à l’écoute des besoins de ses clients. Elle prend le temps de bien comprendre les besoins et de bien les analyser pour s’assurer de donner les meilleurs conseils. Attentive, à l’écoute, humaine et soucieuse, Nancy est une alliée précieuse, et ce, dans tous les aspects de vos finances. Elle travaille pour les bonnes raisons: aider les gens.
Marie-France Simard

CONTACT ME

To contact me, to ask me a question, or to make an appointment

FORM

Name
Protected by reCAPTCHA - PrivacyTerms
This field is for validation purposes and should be left unchanged.

CONTACT DETAILS

Nancy Dubreuil
Financial Planner, Financial Security Advisor, Independent Representative,
Mutual Fund Dealer Representative l MICA Capital inc.

7900 Pierre-Bertrand blvd., suite 300 Québec, (Québec) G2J 0C5

Office phone 418-622-6422 ext. 203
581 995-6995