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Investment, savings and retirement consulting

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Groupe Cloutier Investments has something that can't be bought: experience. We have financial specialists who advise and support individuals, investors and entrepreneurs for over more than 40 years.

Our advisors take advantage of their access to all our experts, including an in-house tax specialist, to help you maximize your assets and portfolio growth.

Tax optimization

Simple savers and major investors, pay the least amount of tax possible with our personalized tax strategies.

Discover our tax optimization service
Wealth management

Transfer your hard-earned assets to future generations with a complete, lasting inheritance management plan.

Discover our wealth management service
Retirement planning

Let our advisors help you see clearly through your investments to properly plan your retirement. They will show you how much to save without depriving yourself.

Discover our retirement planning service
Financial services for affluent clients

You have more than $250,000 set aside? Benefit from exclusive investment solutions to reach your profit goals.

Discover our financial services for affluent clients
Education planning

Education costs are increasing faster than inflation. Protect funds as soon as your children are born to give the greatest gift: education.

Discover our education saving plans service
Financial advice for businesses

Your company is your livelihood and a long-planned project. Ensure its success with financial advice from our specialists.

Discover our financial service for businesses

Our personal insurance providers

Throughout our 40 years of experience in insurance and financial services, we have built strong business relationships with the best providers. We know the financial sector inside and out!

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