Founded in 2004, Sum cabinet de services financiers is an independent firm that provides comprehensive financial services to individuals, professionals, and business owners. The company operates as a "financial conductor," coordinating various aspects of a client's financial life, including financial security (insurance), wealth management, and financial planning. Their mission is to offer personalized and objective strategies to help clients achieve their financial goals, leveraging a team of specialized advisors in different financial sectors.

Founded in

Canada