Our services

Live your life with no financial stress!

Here at Bobkowicz Advisory, we provide the following financial services to ensure your future goals are met and that your life events are taken care of so you can lead a stress-free life.

Services provided*:

Estate Planning

To ensure that your wishes are respected, you must have a succession plan and an updated will. This will help avoid many difficult issues for your beneficiaries.

Financial Planning

Good financial planning** includes a comprehensive and objective analysis of your financial situation, as well as an action plan and recommendations that can help you enhance your Wealth and achieve a certain level of financial independence.

Tax Planning

While having to pay taxes is a certainty, there are several investment stratégies that can help you minimize your tax burden, whether at the time of the investment or upon its disbursement.

Banking Solutions

Whether you're looking for a solution for your everyday transactions, your financing needs or any other particular need you may have, we can help.

Life Insurance

We all hope to live long and healthy. However, we can't predict what the future holds, and that is why having life insurance can make all the difference for your peace of mind, and that of your loved ones.

Personal Risk Management

We manage your portfolio in a way that grows your assets consistently over the years, while making sure your risk tolerence needs are met.

Portfolio Management

Portfolio management consists in investng your assets in a way that seeks to grow your Financial Wealth over time, or to reach specific Financial objectives to carry out future projects.

Mortgages

Let us help you become home owners by helping you find the right loan and rate for you.

*Certain of these services are provided by our partner National Bank

**In Québec, Financial planning services are provided by IQPF-registered advisors.