ABOUT US
About Solution Financière
Solutionfinancière is a Financial Security Advisor who has been helping Montrealers with their insurance needs.
My name is Arik Azuelos, and I specialize in helping individuals and businesses like yours navigate the complex landscape of financial management. In today’s fast-paced world, having a solid financial strategy is more important than ever, and I’m here to ensure you’re not just keeping up, but thriving.
At Solution Financière, we take a personalized approach to financial services. We understand that each client has unique goals and challenges, whether it’s planning for retirement, optimizing investments, or managing cash flow. Our team of experts is dedicated to crafting customized solutions that align with your specific needs, ensuring that every decision you make is informed and strategic.
What sets us apart is our commitment to transparency and education. We believe that informed clients are empowered clients, so we take the time to explain our recommendations and keep you updated every step of the way.
I’d love the opportunity to discuss how we can help you achieve your financial goals and secure your financial future. Would you be open to a brief meeting or call to explore this further?
Arik Azuelos
Financial security advisor
Our Services
By focusing on these six key areas, we thoroughly analyze and optimize each aspect of your financial situation,ensuring that our recommendations are comprehensive and tailored to your needs.
Personal & Family Situation
We provide comprehensive advice on personal and family matters, including laws regarding different civil statuses and family planning. Our goal is to ensure that your financial plans align with your personal circumstances and family needs.
- Laws regarding different civil statuses
- Family planning
Financial Situation
- Specific purchases (ex. first home)
- Debt management
- Review mortgage
- Group retirement savings plans
- Investments *
- RRSP & RRIF
- LIRA & LIF
- TFSA
- RESP & RDSP
- FHSA
- Non-Registered
- Corporations
Situation at Death
Ensure peace of mind with comprehensive will reviews, tax planning, and succession strategies.
- Review will
- Taxes payable at death
- Life insurance analysis
- Business succession planning
Retirement Situation
Secure your future with detailed retirement planning and projections tailored to your situation.
- Retirement planning
- Retirement projection
- Review employer pension plans
- Review government pension plans
Tax Situation
Minimize your tax burden with expert advice on income splitting, business structure, and after-tax returns.
- Reducing income taxes
- Income splitting
- Optimizing after-tax returns
- Review business structure
Protection Situation
Safeguard your assets and loved ones with mandates, power of attorney, and insurance analysis.
- Review mandate of incapacity
- Review general power of attorney
- Life insurance analysis
- Living benefit insurance analysis
- Business insurance analysis
Meet Our Amazing Team
Meet our team of experienced financial advisors and insurance experts, dedicated to helping you navigate the complexities of financial planning and insurance. With deep expertise and personalized service, we provide tailored solutions to help you achieve your financial goals and secure your future.
Arik Azuelos