First and foremost a man of action and results, André Morin co-founded a financial planning consulting firm early in his career. By the time he joined the PWL Capital team; he was already well established in his field and had accumulated solid business experience.
André offers comprehensive investment management and financial planning strategies that integrate all aspects of your financial life, which allows you to optimize your portfolio.
His insight into corporate structures, capital taxation, and asset protection also allows him to incorporate into your financial plan:
- income generation and asset growth needs
- trusts and other vehicles to reduce tax exposure
- compensation plans, stock options, benefits, pensions
- business succession strategies
- protection of your professional, business and personal assets
- plan for a comfortable retirement based on your life-style
- estate planning
- minimize volatility and sector concentrations in your portfolio
- retirement planning for non-pensioned business owners
- insurance solutions for business owners
Contact André to review your portfolio.
Credentials
- MBA de l’Université Laval
- Master's-level studies in taxation
- Investment Advisor
- Financial Security Advisor
- Doctoral-level studies in organizational management in a global context
- Member of the Ordre des administrateurs agréés du Québec
- Member of the Association de planification fiscale et financière (APFF)
- Recognized numerous times for his performance as a consultant with a major, nation-wide investment firm.