Founded in 2012 and based in Quebec, Coaching Financier Trek aims to democratize access to independent financial advice for individuals and entrepreneurs. The firm provides personalized coaching and strategies across a range of financial areas, including personal insurance, savings, investments (such as RRSPs, TFSAs), and debt management. Their approach is holistic, focusing on educating clients to help them make informed financial decisions and achieve their long-term goals.

Founded in

Canada