Financial Planner
Denis Bourque Pl.Fin., B.A.A.: Your Financial Planner Guides You in Both Personal and Corporate Matters.
PLANICO Financial Services Practice
Denis Bourque Pl.Fin., B.A.A.
Financial
Planning
In finance, the financial planner plays the same role as your GPS, getting you to destination more efficiently.
Life Insurance
and Critical Illness
Protect yourself and minimize the impact of unforeseen events with insurance.
Group
Insurance
There are very few Canadian employers who don’t offer their employees group insurance coverage.
Without a Financial Planner, it’s Much Harder to Take Action.
In the greater Montreal area, on the North and South Shores, with both individuals and entrepreneurs, our vast experience in the financial field will help you achieve your goals more easily and more quickly. In a clear, proactive and transparent way.
Our Areas of Expertise
Discover PLANICO’s Financial Services
Personal or corporate financial planning? Insurance needs? Whatever your objectives, a global vision will enable us to build a strategy tailored to your needs. We serve customers in the Montreal, Laval, North Shore and South Shore regions.
Who Are We?
Achieving results towards your PERSONAL financial goals
We guide entrepreneurs and professionals who don’t have the time or expertise to carefully and strategically manage their personal and corporate finances. Unless you work in conjunction with a financial planner, it’ll be difficult for you to serenely get through all the complexities related to your finances (legal, estate, tax, financial, retirement and protection issues). Don’t worry, you’re not alone.
Call on professionals who can analyze your situation from a different angle and advise you accordingly.
Let’s Schedule a Meeting
“My mission is to help entrepreneurs and professionals equip themselves with the best possible financial strategies in order to protect, grow and enjoy their wealth. Having been an entrepreneur all my life, I’ve discovered that it’s vital and much more effective to surround ourselves with qualified professionals to help us avoid many of the very costly mistakes of the
business world.”
We’re Always on the lookout for market and industry trends.
Building and maintaining a relationship of trust with Denis Bourque, an experienced financial planner and founder of PLANICO
Establishing a relationship of trust with a financial advisor is crucial for anyone seeking to build solid financial security. Denis Bourque, a seasoned financial planner and founder of Planico, stands out for his expertise and personalized customer approach, based on listening and transparency. With over 20 years’ experience in the financial field, he puts his in-depth knowledge at the service of each client, offering tailor-made strategies adapted to their specific objectives.
Denis Bourque stands out for his holistic approach to financial planning. He takes the time to understand each client’s unique values, aspirations and needs, whether for retirement, savings or estate goals. His commitment to open communication and clear explanation of available options builds trust, enabling clients to make informed financial decisions. Denis ensures that every client feels heard and valued, from initial discussions to regular follow-ups.
Planico.ca, the platform Denis founded, is much more than just a planning service. It represents a commitment to rigorous professional ethics, backed by total transparency and advice based on comprehensive analyses. When you work with Denis Bourque, you benefit from the experience of a financial planner who not only masters the evolution of the market, but also adapts his recommendations to changing economic realities, thus guaranteeing a resilient financial strategy.
Trusting Denis Bourque means investing in a lasting professional relationship with a dedicated expert who will help you navigate the complexities of wealth management with confidence, thanks to a solid plan tailored to your needs.
Thanks to our extensive network of partners, you can benefit from products that meet your specific needs.
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