Corporate cash management and investing
Your excess liquidity deserves better than sitting idle. We structure your corporate investments so your cash works actively, in coordination with your banking solutions and tax strategy.
Business financial strategy
Advancing your business and personal ambitions together
When building your investment and cash management strategies, we work with your accountants and tax advisors to coordinate every aspect of your personal and business finances.
Concrete solutions for every stage of your business lifecycle
Protecting business owners and their companies
Entrepreneur insurance, life insurance, disability insurance, shareholder buy-sell insurance, key person insurance and more: We protect what you've built against unexpected events that could put everything at risk.
Business transfer, succession planning and sale
Family succession, business sale, estate freezes: We prepare you well in advance to ensure the financial and personal aspects of your business transition go as smoothly as possible.
Pension plans and group insurance
A well-structured plan functions as a competitive advantage to attract top talent and as a tax optimization tool for your business. We design solutions tailored to your reality, maximizing value for your team without increasing your costs.
Strategic business financing
Project financing, lines of credit, optimized liquidity structures: We align your financing needs with your overall finances so your growth plans are never held back by lack of capital.
Healthcare professionals, entrepreneurs growing their business and leaders in transition: Every situation is different. We take the time to understand yours.
A proven team
Since 2016, we've supported entrepreneurs with the same level of discipline and high standards they apply to their own businesses.
>6
dedicated advisors
>15 ans
years of experience
$1.6 billion
in assets under management
>280
businesses supported
Ready to optimize your financial strategy?
The first step is getting to know each other. Your initial call will involve a real conversation about your business reality, with zero obligations.
There’s always a place for you in the Entourage.
Contact us to discuss your financial needs, whether for your family, your business, or your future.