We are a firm specializing in financial management for pharmacy owners and entrepreneurs. Our expertise allows us to offer customized solutions, perfectly tailored to our clients' needs, with personalized support to build a solid financial future.

Our specialization in community pharmacies, combined with our personalized approach, makes us a unique partner. We understand the specific challenges faced by pharmacy owners and provide precise advice, a recognized network of experts, and a comprehensive vision of wealth management.

We are committed to providing a transparent, caring service tailored to your specific needs. Our priority is to understand your objectives, both personal and professional, in order to offer you strategic financial solutions that align with your core values.

We support our clients at every stage of their financial journey, whether it's retirement planning, tax optimization, risk management, or estate planning. Our goal is to simplify your financial management while helping you achieve your ambitions.

The security of your information is paramount. We use advanced security systems and comply with Canadian privacy laws to ensure your data remains confidential and secure.

We offer a wide range of services, including portfolio management, personalized financial planning, tax optimization, estate planning, and specialist advice for entrepreneurs, particularly pharmacy owners.

Never without your consent. Your information is only shared within the scope of the services you request and only with your explicit approval.

The initial consultation is free. We offer a financial assessment and personalized recommendations, all at no cost. The costs of our services are then clearly explained with complete transparency.

Yes, our online platform allows you to track your accounts, view your investments, and communicate with your advisor. We designed this tool to make managing your finances simple, fast, and accessible from anywhere.

Simply contact us by email at alessard@adngp.ca or by phone at 418-837-2421. We will update your information promptly and confirm as soon as the changes have been made.

Email or call us with the new beneficiaries' information. An advisor will guide you through the process to ensure everything is updated quickly and efficiently.

You can simply inform us by email or phone, specifying the date of your last tobacco use. We will then update your file with the relevant insurer.

We offer a wide range of investment solutions, from mutual funds to RRSPs, TFSAs, stocks, and bonds. Our advisors help you choose the options best suited to your financial goals and risk profile.

We offer a wide range of investment solutions, from mutual funds and GICs to alternative products, stocks, and bonds. Our advisors help you choose the options best suited to your financial goals and risk profile.

Yes, we facilitate the transfer of your assets so you can benefit from our services. Our advisors will ensure the transition process is simple and stress-free.

Ready to take the next step? Contact us by email at alessard@adngp.ca or by phone at 418-837-2421 to schedule an initial consultation. We would be delighted to assist you in achieving your financial goals.

Fees depend on the services chosen and the complexity of your situation. During our initial meeting, we will provide you with a clear and transparent cost estimate to enable you to make informed decisions.

Yes, we offer comprehensive estate planning services to help you structure and pass on your assets with complete peace of mind, while minimizing taxes for your heirs.

You have 24/7 access to your accounts via our secure client portal, where you'll find detailed reports on your investment performance. Your advisor is also available to discuss your results and adjust your strategies if necessary.

If you are facing a major change (new job, inheritance, family event, etc.), contact us promptly. We will reassess your financial strategy to align with your new needs and goals.

You can easily book an appointment by calling us at 418-837-2421, emailing alessard@adngp.ca, or using our online booking tool. We are here to help you every step of the way on your financial journey.