Borealys Patrimoine
Finance · Canada · 1-10 Employees
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Overview
Headquarters
7900 Boul Pierre-Bertrand 3E, Quebec, Qu...Phone Number
(833) 600-6003Website
www.borealyspatrimoine.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
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Apr
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Jul
ZI Rank
1
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1
About Borealys Patrimoine
Borealys Patrimoine is a financial security advisory firm based in Quebec and Montreal. The company provides customized wealth management and financial planning services to individuals and businesses to maximize assets and optimize tax advantages. Its service offerings include portfolio management, retirement planning, mutual funds, segregated funds, and life insurance. Additionally, the firm provides accounting and tax services, such as corporate and personal tax returns and financial statement preparation, as well as legal consultations through a network of professional partners specializing in law, taxation, succession, and accounting.Explore more
Popular SearchesBorealys PatrimoineSIC Code 62,628NAICS Code 52,523Show more
Borealys Patrimoine Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Borealys Patrimoine
<$5M
1-10
Private
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JD
Jocelyn DesjardinsPrésident, Comptable, Conseiller En Sécurité Financière Et Représentant En éPargnes Collectives
Borealys Patrimoine Tech Stack
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Frequently Asked Questions Regarding Borealys Patrimoine
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Borealys Patrimoine is a financial security advisory firm based in Quebec and Montreal. The company provides customized wealth management and financial planning services to individuals and businesses to maximize assets and optimize tax advantages. Its service offerings include portfolio management, retirement planning, mutual funds, segregated fund... Read More
