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Private Wealth Advisory · Montreal

Your wealth, protected. Your legacy, secured.

Avantis Solution Financière Inc. accompanies entrepreneurs, professionals, and high-net-worth individuals in the Greater Montreal Area in structuring, protecting, and transferring their wealth — with the rigour they deserve.

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Our Approach

We don't manage portfolios. We accompany financial destinies.

Every recommendation we make is grounded in a deep understanding of your situation — tax, estate, family, and entrepreneurial. We explain the why behind every strategy, not just the what. Because you built your wealth by understanding every decision you made. You deserve the same clarity from your financial advisor.

We operate within the regulatory framework of Sun Life Canada and applicable provincial regulatory authorities.

What We Offer

Three pillars of an integrated strategy

Our areas of expertise complement one another to form a holistic view of your situation — protection, growth, and transfer, treated as a coherent whole.

01

Group Insurance

Employee benefit plans that retain your best talent and demonstrate your commitment to those who grow your business.

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02

Personal Insurance

Life, disability, critical illness, corporate insurance — a financial armour built around your real vulnerabilities, not a product list.

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03

Wealth Management

RRSP, TFSA, segregated funds, estate and tax planning — a strategic orchestration of all your assets, today and for generations to come.

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For Business Owners

Your business is your most valuable asset.
Protect it accordingly.

The financial issues of a business owner go far beyond a personal portfolio. We understand this reality and integrate it into every strategy we develop with you.

01
Corporate-Owned Life Insurance (COLI)
Tax-sheltered cash value accumulation inside your corporation, with tax-advantaged transfer via the Capital Dividend Account (CDA).
02
Individual Pension Plan (IPP)
A more powerful retirement tool than the RRSP for incorporated owners aged 40+ — higher contributions, deductible by the corporation.
03
Shareholder Agreement & Key Person Insurance
Protect your business continuity and ensure an orderly buyout of shares in the event of the death or disability of a shareholder.
04
Estate Freeze & Business Transfer
Crystallize the current value of your business to minimize capital gains tax at death and facilitate transfer to the next generation.
Client Perspective
For the first time, I feel like my advisor truly understands my complete situation — not just my portfolio, but my business, my family, and what I want to leave behind.

Entrepreneur, manufacturing sector — client for 8 years

Frequently Asked Questions

What our clients ask

A financial security advisor is a professional authorized by the AMF who can offer life insurance, disability insurance, and annuity products. At Avantis, our advisors combine this expertise with wealth planning to offer an integrated approach in Montreal and the Greater Montreal Area.
A financial advisor covers a broad range of needs — insurance, investments, retirement — while a wealth manager focuses more on growing and transferring assets. At Avantis, we integrate both roles for Montreal entrepreneurs and high-income individuals with complex needs.
Avantis Solution Financière Inc. is an independent firm operating within the Sun Life of Canada network. Our advice is oriented toward your needs, not toward the products of a single banking institution.
We primarily serve incorporated business owners, physicians, dentists, lawyers, and accountants, as well as executives and individuals with significant wealth in the Greater Montreal Area.

Your situation deserves a serious conversation.

The first meeting is confidential, free of charge, and no-obligation. We listen before we recommend.

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