Access a Team of Financial Experts at Your Service

Hear from Our Community

  • Vincent Beauregard

    "Expert advice helped me optimize my tax filings effectively."

  • Lucas Rodrigues

    "Elevate gave me clarity on my goals and steps to achieve them with confidence."

  • Massimo Pelosi

    "Their expertise helped me reach goals I once thought were impossible."

  • Jeremy Gaudreau

    "Elevate has given me financial freedom, deeper insights, and a clear vision for my goals."

  • Louis Sabourin

    "This is a shortcut to wealth and personalized guidance you don’t get in school."

  • Olivier Grenon

    "Everything is consolidated in one place, with a team dedicated to our success and motivating us to excel."

  • William Fortier

    "Elevate supports me in taking strategic steps to achieve my financial goals faster."

  • Vincent Gervais

    "Their guidance helped me launch my business, invest profitably, and make informed decisions."

  • Fred Turcotte

    "Managing my finances is now simpler and more accessible. I always feel supported."

Book your free consultation today.

It all begins with an idea. Maybe you want to buy your first investment property. Maybe you want to restructure your fiscal structure. Whatever it is, we have seen it and have the experience to help.

FAQ

  • Our goal isn’t to replace your financial advisor but to address areas they might not cover, like advanced structuring, leveraging strategies, and optimizing untapped opportunities.

  • It may feel like a big step, but most clients discover they’re ready sooner than they think. With your current situation, we can already implement strategies to fast-track your financial growth.

  • We typically work with business owners, self-employed professionals, and high earners ($100k+). Each client’s situation is unique, and we tailor solutions to their income, debt, and investment profile.

  • With over four years in business, we’ve helped clients acquire businesses, invest in real estate, and leverage assets using OPM. Our proven strategies have driven real, measurable success for many.

  • Your monthly membership fee is customized to your needs. It depends on the work required to restructure your finances, manage your accounting, and handle your transactions.