We stand by the advice we give to professionals and entrepreneurs. We apply it to our very own business.

Every important decision has a financial impact on the future. We will support you every step of the way.

What sets us apart? Our independence from financial providers.

We work in your best interests so that you can focus on achieving your objectives.

Financial planning is not an event. It’s a process.

We take time to listen and better understand what your goals and dreams are.

Entrepreneurs
Professionnals

We chose to work with Robert because he is a seasoned professional, conscientious, organized and has a high level of integrity. For me, he is a personal friend; I feel as though I can trust him and that we share the same fundamental values.

Lyne
Actuary

Thank you so much, Robert. I am very happy to have had that discussion years ago about our shareholders’ agreement. I cannot say it enough: I am thrilled to have you as a financial advisor.

Philippe
Pharmacist

Dear Robert, I am very lucky to count on your expertise!

Fannie
Administrator

I would like to thank you, Robert, and your entire team for the excellent services you provide. Thank you for the valuable advice you give time and again. This year, I understood we were more than just clients for you.

Guy
Engineer

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
  • The entrepreneur
  • Continuity…
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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  • Values
  • Mission
  • History

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 TOZZI, B.B.A., CLU, F. PL.

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

SÉBASTIEN LABRIE, B.B.A.

Finance and Operations Director

BENOIT CHAREST LL.B.*

Tax Lawyer – Private Wealth Management and Estate Planning

MARIE-EVE OLIVIER, B.B.A., D.E.S.S.

Director of Business Development and Administration

CHANTAL LAROCHELLE

Large company Group insurance and Pension plans

JULIE VACHON

Small business Group Insurance and Pension Plans

LINO CHIMIENTI, B.B.A.

Financial security advisor
Advisor in group insurance and group-annuity plans

*External partner who offers support services for general information. Interpretations, regulations and taxes implications can change without notice. Clients are invited to consult their own lawyer and/or tax specialist.