Financial Planner

Denis Bourque Pl.Fin., B.A.A.: Your Financial Planner Guides You in Both Personal and Corporate Matters.

Denis Bourque, Financial Planner | Planico

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.

An Action Plan Makes Execution Easier.

Denis Bourque Pl.Fin., B.A.A.,
Planificateur financier

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.

Insurance

Finding the Right Coverage

Retirement

Start Planning for Your Future Today

Estate Planning

Safeguarding Your Life’s Legacy

Legal Aspects

Matrimonial Property and Assets

Fiscal Policy

Navigating Complex Taxation Laws

Results in Achieving Your Personal Financial Goals…Results in Achieving Your Personal Financial Goals…

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.

  • Investments

  • Disbursement strategies

  • Retirement planning

  • Estate planning for your assets

Let’s Schedule a Meeting

Denis Bourque, Financial planner | Planico

“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.

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