Solutions financières Wallace & VanBolhuis inc.
Languages spoken: English, French, Spanish
Area(s) served: Greater Montreal
Trustworthy advice you can count on
Custom solutions for every phase in your life
Whether you are at the beginning of your lifelong financial journey, or thinking about settling down, we can help you navigate the evolution of your financial needs. We work with entrepreneurs and business owners to help them grow their companies and achieve their career goals. We’re here to help families grow their wealth and set the next generation up for success. We protect Clients’ assets so they can have peace of mind and enjoy the benefits of all their hard work. We’re here to guide people approaching retirement so they can comfortably enter the next chapter.
We located in Montreal and we would be happy to welcome you into our office. We also offer virtual appointments. Contact us to learn more.
Let’s work together
Our mission
Our goal is to help Clients achieve financial health and peace of mind. We believe that every dream is within reach when you have the right resources. We understand that the world of finance can be complex, and we’re here to simplify it by:
- Defining your financial goals
- Recommending solutions best suited for your needs
- Helping you achieve financial security
Together, we can invest in the strength of your financial future.
Our approach
We will work with you to establish the best financial strategies to help you achieve your short term and long-term goals. We take the time to examine your current situation and constraints so we can create a custom plan so you can feel confident in your future. Your financial journey is our top priority. We are here to establish a trusting and collaborative environment. When you work with us, you have access to our professional experience and wide array of insurance and investment products. We'll give you the guidance so you can take charge of your finances. Wealth management, estate and legacy planning, saving for retirement, we cover it all!
Products and services
Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.
Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.
Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.
Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
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