Pactole is expert in financial planning
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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.
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.
Dear Robert, I am very lucky to count on your expertise!
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.
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 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)
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
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
Large company Group insurance and Pension plans
Small business Group Insurance and Pension Plans
Sébastien Lamy, B.A.A.
Financial security advisor, Business Service
*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.