Benoit Lussier Financial Group is a human-scale wealth management firm built on values of integrity, excellence and transparency. We are focused on a single priority: serving your best interest.
Our mission is to provide you and your family with guidance and support through the various aspects of wealth management. We will be by your side at all the major stages of your life, to help you carry out your plans and prepare for the retirement of your dreams.
We offer comprehensive strategies and complete solutions tailored to your needs. We aim for the long-term growth and preservation of your wealth, using a prudent, rigorous approach that will give you peace of mind.
Our services are targeted towards high net worth clients (portfolios over $1M) in the Greater Montreal area, including professionals and entrepreneurs.
Fully committed to your success
Our values are at the heart of our commitment to offer you financial strategies that best suit your circumstances and your objectives. We will work closely together to build customized solutions.
Find out more about our commitment to serving your best interest.
An attentive team
Our dynamic team provides outstanding support to make your life easier. We work with our partners at CIBC Wood Gundy to provide comprehensive wealth management strategies and solutions.
Find out more about who we are.
A rigorous process
We believe that a structured, rigorous approach is the key to success. Our services are based on a systematic process designed to help you achieve your goals.
Find out more about how our process ensures your peace of mind.
Customized solutions for all your needs
We have comprehensive and integrated solutions for the different financial aspects of your life and your wealth’s management. They are tailored to meet all your planning needs (financial, estate, insurance, business succession and philanthropic).
Find out more about our range of solutions.
