Notre raison d'être

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Our raison d'être

At La Clinique Financière, we believe that institutions must serve human beings and not the other way around, and that each of us has the right to a free livelihood without regrets.

To achieve this, sound management of our finances is essential and, like everything else, success comes with its own effort. We are here to guide you to organize, select and materialize your targets. You will move in the right direction, with the peace of mind of being well equipped to ward off the unexpected.

We are an independent firm of financial advisors and put all our experience at the service of people, who, like us, care about their financial health and that of their loved ones.

 

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“The best thing to do with your investments is not necessarily to invest it! ”

- Lawrence Shaw

When was your financial situation last revised?

Most of us are overwhelmed by everyday life and we do not have enough time to properly plan our future.

That is why we use the Financial Perspective form. It is a simple and effective method to help people define their concerns and determine the actions to take.

Do our services apply to you?

Invest 20 minutes of your time... We will determine together your financial point of view. You will be able to easily plan the next course of action.

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“THE BEST COMPANIES, THE BEST PRODUCTS” -BO BENNET

I spent a lot of years trying to outrun or outsmart vulnerability by making things certain and definite, black and white, good and bad.

My inability to lean into the discomfort of vulnerability limited the fullness of those important experiences that are wrought with uncertainty.

Comprehend our clients objectives
100% Épouser les objectifs de nos clients
Objectivity and integrity
100% Objective and integrity
Partnership and quality
100% Partnership and quality
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