Protect your financial future with confidence
I help you plan your retirement, insurance and investments. Clear, personalized advice tailored to your reality.
Certified advisor
Registered with the AMF
My services
Financial advice tailored to your goals
Whether you are preparing for retirement, protecting your family or growing your savings, I offer clear guidance with no pressure.
Retirement planning
Assess your retirement needs and implement a realistic savings strategy to reach your goals stress-free.
Life and health insurance
Protect your loved ones with tailored coverage: life, disability and critical illness insurance.
Investments
Build a balanced portfolio adapted to your risk tolerance and investment horizon.
Family protection
Ensure your family's financial security in case of the unexpected with appropriate protection solutions.
Savings plans (RRSP, TFSA, RESP)
Optimize your registered plans to reduce your taxes and fund the projects that matter.
Estate planning
Prepare the transfer of your wealth and protect your family's legacy.
How it works
A simple and transparent process
From the first meeting to ongoing follow-up, you always know what to expect.
First meeting
A free, no-obligation meeting to get to know each other and understand your needs, goals and situation.
Personalized analysis
I establish a complete assessment of your financial situation and identify opportunities and risks to cover.
Recommendations
I present a clear and transparent plan, with concrete recommendations tailored to your reality.
Implementation & follow-up
We put the plan into action and I provide regular follow-up to adjust the strategy as your life evolves.
About
An advisor devoted to your peace of mind
I'm Audrey Turcotte, a financial security advisor registered with the Autorité des marchés financiers (AMF). My approach is simple: take the time to truly know you so I can offer advice that fits your reality.
I work with individuals, families and entrepreneurs on their personal finances — from retirement planning to protecting the people they love. My goal: help you make informed decisions with confidence.
Transparency
Clear explanations, no jargon and no sales pressure.
Passion
Putting all my energy at the service of your financial security.
Integrity
Your interests first, in line with AMF standards.
Contact
Let's talk
A question, a project or need advice? Write to me: the service is completely free and with no obligation.
Phone
514-999-6354
[email protected]
WFG page
agents.wfgcanada.ca
Office
Laval, Quebec
Availability
Upon request