A MULTIDISCIPLINARY APPROACH
Our approach is influenced by a variety of fields, which, once combined, increase the quality of our services tenfold!
Did you know that according to a study done by the Chambre de la sécurité financière du Québec in 2013, 70% of advisors in Quebec hold only one license? Only 2% of advisors in Québec have more than four licenses in the field (Financial planner, Chartered Life Underwriter, Financial security advisor, Advisor in group insurance and group-annuity plans). Robert Tozzi, founder of Pactole Financial Strategies, is part of this 2%. Continuous education is required in order to keep skills updated. Holding more than four licenses ensures the firm’s multidisciplinary approach that helps us meet our clients’ entire needs.
A question of independence
This approach fosters a healthy collaboration between professionals and provides the client with a multitude of integrated services—all while maintaining a high level of independence. Each independent professional is responsible for his or her own work and must invoice the client directly for professional services rendered.