Pactole is expert in financial planning

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PACTOLE’S DNA: FIVE CORE ATTRIBUTES

Learn more about our firm by listening to our founder, Robert Tozzi, discuss the 5 aspects of our firm: Robert Tozzi, the entrepreneur, continuity, values and mission.

  • Robert Tozzi

    Robert Tozzi is a compassionate and rigorous businessman. Discover his background.

    Financial Planner (F. Pl.)
    Advisor in group insurance
    Advisor in group annuity plans
    Financial security advisor
    Chartered Life Underwriter (CLU)

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  • The entrepreneur

    Robert Tozzi has been an entrepreneur since the age of 22. Always attuned to the latest trends and best practices, Robert enjoys sharing his knowledge with clients.

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  • Continuity

    We are committed to our vision of always applying the advice we give to professionals and entrepreneurs to our very own business.

     

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  • Values

    Our president and entire team embody the company’s values each and every day.

     

     

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  • Mission

    Our mission is at the heart of everything we do. It guides us throughout our business relationships with our clients.

     

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  • History

    Discover our DNA through a montage of the best moments of our videos!

     

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Our Team And Partners:

Our firm is made up of a dynamic team that is always ready to serve you. Our ultimate goal? To help you live your life to the fullest–all while achieving your objectives. Our experienced professionals complete our team and use their knowledge and background to guide you!

Robert

Robert Tozzi, B.A.A., A.V.A., Pl. Fin.

President – Financial Planner

Sebastien

Sébastien Labrie, B.A.A.

Senior Facilitator

Benoit

Benoit Charest LL.B.*

Tax Lawyer – Private Wealth Management and Estate Planning

Chantal

Chantal Larochelle

Group Insurance and Pension Plans

Helene

Hélène Du Paul

Administrative Assistant

Mireille

Mireille Zogheib

Administrative Assistant

*External partner who offers support services for general information that are not to be interpreted as professional advises. Interpretations, regulations and taxes implications can change without notice. Clients are invited to consult their own lawyer and/or tax specialist.