Looking for a financial advisor who truly understands you – your dreams, your anxieties, your unique financial landscape? At Financière AT - Gestion de Patrimoine, based in Laval, Quebec, you're not just a client; you're part of a family. Founded by André Tcholakian in 2020, Financière AT offers a holistic, personalized, and transparent approach to wealth management and personal insurance brokerage, built on a foundation of hard work, authenticity, and genuine human connection.

André Tcholakian's journey began in 2012 as a credit advisor at a major bank. Driven by a desire to provide clients with the broadest possible range of solutions, he expanded his expertise, becoming a financial security advisor and obtaining his mutual fund sales license. This diverse background allows him to offer a truly comprehensive perspective on your financial well-being. He's not just selling products; he's building relationships and crafting strategies tailored to your individual needs. He can even assist you in four languages (French, English, Armenian, and Polish!).

What sets Financière AT apart?

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• Holistic Approach: They don't just focus on one aspect of your finances. They consider your entire financial picture, from investments and insurance to retirement planning, estate planning, and tax planning.

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• Personalized Service: You're not just a number at Financière AT. André Tcholakian and his team take the time to build a genuine relationship with you, understanding your goals, values, and concerns.

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• Transparency: They believe in open communication and clear explanations, ensuring you understand every step of the process.

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• Strong Partnerships: Financière AT collaborates with a network of trusted professionals, including lawyers, notaries, accountants, and tax specialists, to provide you with comprehensive support. When you join the Financière AT family, you're surrounded by expertise.

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• Client-Focused: Their ultimate goal is to help you achieve your financial objectives and build a secure future.

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• Multi-Lingual: Services are provided in French, English, Armenian and Polish.

Financière AT offers a range of services, including:

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• Wealth Management (Gestion de patrimoine): Developing and implementing strategies to grow and protect your wealth, taking into account your risk tolerance and long-term goals.

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• Investments (Placements): Providing access to a variety of investment options, tailored to your individual needs and objectives.

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• Insurance (Assurances): Offering a range of personal insurance solutions to protect you and your loved ones from unforeseen events.

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• Retirement Planning (Planification de la retraite): Creating a customized plan to ensure you have a comfortable and secure retirement.

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• Estate Planning (Planification successorale): Helping you plan for the future and ensure your assets are distributed according to your wishes.

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• Tax Planning (Planification fiscale): Developing strategies to minimize your tax burden and maximize your after-tax income.

Financière AT - Gestion de Patrimoine is more than just a financial services firm; it's a trusted partner dedicated to your long-term financial well-being. They're committed to providing five-star service, built on a foundation of hard work, authenticity, and genuine human connection. They offer a "free consultation".