WHITEMONT FINANCIAL SERVICES FIRM   Integrity generates credibility

Michel Fugère, Pl. Fin., AVA, B. Sc. Eng.

Tél.  514-394-0400


Mutual Fund Representative1, Financial Planner2, Financial Security advisor2

My first mission is to simplify the lives of my clients by offering financial strategies for their financial independence. McGill graduated in Chemical Engineering in 1971, I worked for several insurance companies in the field of industrial and commercial risks. In 1987 I directed my career by living my passion for the financial sector by specializing in financial planning and management of financial assets. My clients can rely on my skills to, among others, help in the following areas: Retirement planning; Financial security in case of illness or death; Investment choices corresponding to the client investor’s profile; Investment selection to reduce or defer taxes; Practical advice in the areas of financial planning. In more complex cases, tax experts are involved; SEO for wills, mortgages and other related services in the field of financial planning;
I graduated from Financial Planner Quebecers Institute Financial Planning (IQPF). The only institution to awarded this title in Quebec.

1 Registered at PEAK Investment Services
2 Registered at Whitemont Financial Services