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You aspire to so many things.
What if we built a solid plan
to get there?
Unfailing support to ensure the development of tomorrow’s leaders
Over the years, Coaching Financier TREK has developed partnership agreements with various university markets. Our name resonates among various groups and associations that train tomorrow’s leaders in a number of professions such as engineering, law, pharmacology and nursing, to name a few.
We are therefore proud to coach and train tomorrow’s professionals concerning the various aspects of financial security planning. We work with you from the outset to set up the tools that will develop along with your financial and professional situation in order to help you make your way to the top of your own financial pinnacle.
Financial component
- Debt repayment strategy
- Accruing liquid assets and investments, and building an emergency fund
- Analysis of your individual needs and providing disability insurance, critical illness and life insurance solutions
- Mutual funds (RRSP, TSFA, RESP, RRIF, etc.)
- Retirement and estate (succession) planning
- Planned giving
Corporate & tax component
- Support concerning shareholder remuneration
- Devising strategies to reduce your company’s tax burden
- Support in the professional’s incorporation process through our network of impartial and objective experts
A few testimonials
«I have been working together with the Coaching Financier TREK team since 2002, the year I started up a retail pharmacy business. TREK has always been there, at each stage in the development of my family’s ever-growing financial needs and for the advancement of my career. I, for one, have seen the firm grow to such an extent that when I go to TREK, I feel completely at home there!»
Dominic Fournier, Pharmacy Owner 
«The Coaching Financier TREK team knows how to present information in simple terms and is always available when you need it. They were able to make a personalized financial plan based on my needs and my goals in life. I am very satisfied with their services.»
Dr. Kelly Kojzar, Podiatrist 
Tel.: 
4020, rue Louis-B.-Mayer, bureau 308,