See further and bigger.
You do it every day.
Your vision. Our team
to help you achieve it.

Optimizing taxation with regard to your company and your wealth

You are a visionary, a builder. You work hard for your company to grow.

We know that.

Targeted coaching for you and your company!

Thanks to our expertise in financial product taxation, we can offer you tailored solutions that few entrepreneurs are offered by other financial service firms. However, if you already have a team of tax professionals in place, we would be pleased to work with them. We are well aware that a relationship of trust is essential when it comes to making important decisions and our role is not to replace your experts but rather to work together with them.

Financial component

Tax-exempt life insurance
Segregated funds (increased unseizability)
Financed insurance strategy
Financing for shareholder buy-back agreement

Taxation component

Tax-efficient life insurance and critical illness strategy for the company
Tax-efficient investment strategy for your company
Retirement planning
Estate freezing and business transfer strategy

Estate (succession) component

Individual pension plan for shareholders
Planned giving
Intergenerational wealth transfer
Estate equity among children

A few testimonials

«Efficiency and thoroughness. That was my experience in doing business with the Coaching Financier TREK team.»

Jean Bélanger, President, Premier Tech

«Over the years, we have needed TREK’s services for financing closures. Sometimes it was for advice, other times it was for financial services. I remember once we needed life insurance. Things had to be done quickly anyway you look at it, but very thoroughly, and the TREK team was always there for us.»

Marc Bédard, Founding President of The Lion Electric Company

«I’ve known the Coaching Financier TREK team for a few years now and would not hesitate for a second to recommend TREK for the quality of their service and their professionalism. I am happy to work with them and to have placed my trust in them. I highly value the level of knowledge and expertise of the entire TREK team.»

Bruny Surin, Olympic Athlete, Entrepreneur