WHITEMONT FINANCIAL SERVICES FIRM   Integrity generates credibility

MICHELINE B. SOUCY, B.A.A., M.B.A., Pl.Fin. D.Fisc.

Tél.: (514) 990-0585 ext. 1
Fax: (514) 990-3939 / (514) 990-8952

 

 

Tax specialist, financial, and investment advisor registered at Peak Securities.

Independent investment and securities advisor.

Working in the financial sector for more than 25 years, Micheline B. Soucy is a member of an elite investment team in Québec. She joined the ranks of PEAK Financial Group – the largest independent broker in Quebec – in 2005. In 2008, Micheline became a member of the Peak “Club Excellence” in recognition of her outstanding performance and leadership.

Using the independent Peak financial network, Micheline can offer the largest range of products available in the financial marketplace without being tied to a specific product that might not suit the client.

From the very beginning of her career as an independent financial planner (August 2000), Micheline’s approach has been to offer all financial services (investments, insurance, etc.) to her clients under the same roof. This approach has simplified life for investors by allowing them to better understand key issues surrounding asset management such as financial and tax planning.

Micheline also works with a team of actuaries and associates from the firm of Whitemont Financial Services. This association allows her to offer personalized services including: retirement planning, investment strategies, education saving plans, income security (death, invalidity, life insurance, major illness), estate and tax planning.

Her expertise, professionalism, and communications skills are of great benefit to her clients. With a Master’s in Business Administration (MBA), training in tax compliance and planning (Tax Spec.) and financial planning (F.Pl.), Micheline is a true one-person resource center when it comes to personal finances.