CUSTOMIZED FINANCIAL ADVICE BECAUSE YOU’RE ONE OF A KIND!

Whatever your destination, we help you choose the way to get there that best suits your aspirations… and sometimes that means leaving the beaten path!

Physicians–

Entrepreneurs–

Professionals–

Our reason for being

We’re a financial services firm that supports entrepreneurs, professionals and their families.

You might ask, so what makes us different?

Our concept – we don’t just give advice, we provide support as well.

Like a coach with an athlete, it’s important to be aware of the effort involved and the work to be done to reach a specific goal, whatever the height of your ambition.

We can help you set up the necessary tools and processes to reach your goals.

Not to worry: this is all done as part of a personalized approach with a human touch, just like our team!

A few testimonials

«I’ve been working with the team at Coaching Financier TREK for a few years now. Responsive, objective and transparent are the three words that come to mind when I think of the advice and quality of service I get from Coaching Financier TREK. They give me access to a network of skilled professionals (lawyers, accountants, etc.) whose rates have already been negotiated and are very competitive so that I get turnkey service to incorporate my practice and all the accounting that it involves. I feel that I get good support and that I’m being looked after, without being pushed into anything.»

Dr. Alexandre Jiang

«I’ve been working with the team at Coaching Financier TREK for some time now, and I’m very satisfied. Their ability to listen and their excellent advice provide added value and give me peace of mind in my financial planning. I recommend their services to anyone serious about their financial security.»

Pierre Lavoie, Co-founder of the Grand défi Pierre Lavoie

«Doing business with the team at Coaching Financier TREK has been a very different experience for me compared to what I had previously seen on the market. They took the time to explain to me, in a very visual way, the pillars of financial security. That helped me to make a decision with complete clarity. When you have a professional looking after your personal finances, trust is essential. I’m very satisfied with the professionalism of the Coaching Financier TREK team and their ability to listen.»

Raphaël Duval, Engineer