Our Financial Firm | Planico
Finally, a Financial firm Offering Transparency and Support.
Financial Firm
Achieving Your Objectives is Our Top Priority
With an eye for detail, an ambitious vision and a keen focus on his customers’ success, Denis Bourque founded Cabinet Planico to offer services that reflect his values.
Individuals, entrepreneurs and certainly professionals can now benefit from his financial firm to finally take full control of their finances while having a clear vision of them.
Identify Specific Needs
Plan a strategic meeting to analyze your situation from a different angle.
Achieve Set Objectives
Offer transparency, objectivity and proactivity in achieving defined objectives.
Why Choose Planico
“I was always told that to become the best, I had to surround myself with the best. And that’s what I’ve always done. Here I am, now 12 years on, giving to the next by sharing my knowledge with those who need it.”
– Denis Bourque
Your Finances Are Like a Game of Chess
You’re one of the players. Your opponent is your lack of time, institutional access and financial firm planning (short and long term).
Your objective: to checkmate him by achieving your financial goals and having absolute control over your overall financial situation. The Watcher advises you on the best moves to make, and warns you when you’re about to make the wrong one.
I’m the man who’s watching. How you play the game is up to you, in other words, I don’t force you to do anything.
That said, I do have a more advantageous view of the game. So I can easily spot opportunities and advise you better.
That’s what makes us an outstanding financial services firm that can advise you strategically and find opportunities you wouldn’t normally see or have access to.
Schedule a call today to discuss and analyze your situation and determine your goals, and the first steps you need to take to achieve them.
– Denis Bourque B.A.A., Pl. Fin.
The Observer Always Sees More Than Either of the Players
He sees better openings for a good move and disastrous results for a bad one.
The players are too absorbed… too attached to the outcome of the game to be able to get the best possible view of it.
Both players have more control over the game than the man watching. But they don’t have the advantage of his objective perception and expertise.
Investing: Time for a Discussion
The first step is to start discussing your objectives. The second is to optimize your portfolio to its full potential. The third step is to choose the ideal strategy to achieve your goals as quickly as possible with the help of our financial firm.
Freedom to Choose
As a guide and an observer, our financial firm always offers you the choice of the different scenarios available to you, clearly indicating the advantages and benefits of each. The decision is always yours.
Complete Transparency
It can be difficult to choose the right product for your needs. Our financial firm always has your best interests at heart, and will always propose clear, transparent solutions in your best interests.
Customized Plan
Since we all have different realities and objectives, the strategy we put in place for you will be built around your investor profile, your objectives and your interests. Truly tailor-made.
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.
Thanks to our extensive network of partners, you can benefit from products that meet your specific needs.
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