A DISTINCTIVE 360° APPROACH
Founded in 2006, Brassard Goulet Yargeau, Integrated financial services (BGY) takes a personalized approach with its clients and provides a full suite of innovative services. Over the years, the firm has developed a recognized expertise in integrated personal financial planning, estate and philanthropic planning as well as in financial services for businesses.
Rigor. Integrity. Creativity.
Essentially, BGY is:
- 3 offices: Montreal, Quebec and Toronto
- 4 partners
- 50 employees (and growing)
- A multidisciplinary team: accountants, lawyers, financial planners, portfolio managers, notaries, tax specialists, actuaries, investment advisors, financial security advisors, pension and group insurance plan advisors, CFAs, CAIAs and more.
- Fee transparency
- An extensive network of independently selected suppliers and partners
- Three business line
- Wealth management
- Financial, estate and philanthropic planning
- Financial services for businesses