ALL for a well-planned future
Developing solutions tailored to your needs and financial goals.
Our approach
Choosing ALL Wealth Management means ensuring a well-planned future.
Our combined expertise at the service of your success
Our mission is to strategically support individuals and businesses on their journey. Our advice is optimized through the various offers available on the market, across the entire financial sphere.
Our services
We offer planning services designed to optimize your action plan for the accumulation and/or withdrawal of your savings at the right time—all while respecting your personalized goals.
Thanks to our personalized approach, we analyze your overall financial situation to develop tailor-made investment strategies that align with your financial growth. With our recommendations, we ensure your portfolios stay up to date.
- Financial planning
- Retirement planning
- Asset accumulation strategies
- Asset protection strategies
We specialize in offering comprehensive personal insurance services, including Life Insurance, Disability Insurance, and Critical Illness Insurance.
We analyze your current coverage versus your needs, and we maximize your protection accordingly—while also considering the positive tax impact of the new coverage. We have access to the best offers from the leading insurance companies.
Insurance products are offered through the managing general agency Groupe Financier Boulos.
- Life Insurance
- Disability Insurance
- Critical Illness Insurance
Our independent firm offers personalized group insurance and group retirement plan services.
Our expertise includes market analysis, program design, and the related financial expertise. Our recommendations are primarily based on the needs of our clients, and the choice of provider is determined by the plan that best suits those needs.
A group insurance or retirement plan is considered a competitive advantage for your business. Our commitment: To support your employees during enrollment, throughout their employment, and into retirement. To improve your employees’ knowledge and financial well-being.
We offer investment services designed to maximize your returns while respecting your goals and risk tolerance.
Through a personalized approach, we analyze your overall financial situation to develop tailor-made investment strategies—whether it’s for short-term investments, building a diversified portfolio, or long-term planning.
Mutual funds and/or approved exempt market products are offered through Investia Financial Services Inc. (“Investia”).
- Segregated Funds
- Mutual Funds
- ETFs (Exchange-Traded Funds)
- GICs (Guaranteed Investment Certificates)
Liquid alternative products such as Bitcoin and Ethereum ETFs.
Our experts are equipped to offer you liquid alternative products. Our various partners are involved in cryptocurrency products, allowing us to provide this type of investment on our platforms.
With our offering, you can invest in Bitcoin without the complexity of keys, digital wallets, and cryptocurrency trading platforms. This investment is available for all types of accounts.
We offer private banking services for our corporate clients or high-net-worth individuals.
Our firm refers you to a private banker who will be able to handle all the banking aspects surrounding your daily life.
With in-depth expertise and a personalized approach, they ensure discreet and efficient management of real estate assets and loans related to your businesses, real estate portfolio, or other holdings.
We have a business partnership with a mortgage broker who has access to the best offers and terms.
The broker with whom we have agreements is able to offer products from major financial institutions available to the general public, as well as specialized products for specific requests.
- Mortgage loan
- Mortgage refinancing
- Home equity line of credit
- Refinancing of other loans
Being a client of ALL Wealth Management also means gaining access to its network of specialists in all areas of finance and consulting.
We have formed strategic alliances with other professionals, and we can refer you to them. We are able to offer an all-in-one service to our clients, both personal and corporate.
- Accountants
- Tax specialists
- Notaries
- Lawyers
- Mediators
- Bankers
In Numbers
Our planning- and support-focused approach is the main reason behind the success we are able to provide to our clients.
Our personalized annual follow-up offering allows our clients to pursue their goals year after year and receive guidance at key moments.
- + 25 years of experience
- 15 expert professionals at your service
- 5000+ clients supported annually
Our Team
We have had the pleasure of working with exceptional people over the years. We place people and their ambitions at the heart of our financial solutions.
Our team is at the core of our success.
Made up of passionate and dedicated experts, it brings together specialists in finance, insurance, and wealth management — all determined to provide tailored solutions to meet each client’s needs.
Career
Interested in joining the team?
Write to us!
Made up of passionate and dedicated experts, our team brings together specialists in finance, insurance, and wealth management, all determined to provide tailored solutions to meet your needs.
Montreal
2224 Rue Fleury East, Montreal, QC H2B 1K4
Saint-Mathieu-de-Beloeil
200-4105 Ch. Du Crépuscule, St-Mathieu, QC J3G 0R2
Longueuil
"*" indicates required fields