The company
Founded in 2004, PPTA Financial Services Inc. is an independent financial services firm with recognized expertise in financial planning, particularly for business leaders.
The firm stands out as a leader thanks to its vision, its commitment to clients and the community, as well as its innovative offering of insurance and financial products.
PPTA relies on a team of internal and external partners, who work in a friendly, dynamic environment that is strongly focused on client satisfaction.
Doing things differently, even in finance, is possible! In order to offer you high-value service, we have chosen to break down silos and surround ourselves with tax specialists, lawyers, notaries, and accountants. By leveraging everyone’s skills, we maximize our ability to offer you a comprehensive and thoughtful vision of the best strategies to put in place for you, your business, and your loved ones.
Our head office is located in Gatineau, and we have several service points across Quebec and Ontario. PPTA also develops customized financial products and services.
PPTA supports you with the enthusiasm of day one in achieving your financial success!
We create wealth
Thanks to a resolutely modern approach, we seek to create wealth for you, your company and your community. Grounded in profound, collective values, our team will support you at each life stage, and advise you in your most important decisions.
Our Values
Consideration
Consideration
We’ll work with diligence and care to obtain the best results for each person and every project.
Integrity
Integrity
Our values direct our actions, and our actions are a testimony to our professionalism and integrity.
Camaraderie
Camaraderie
We value the quality of our relationships; created through meetings that build strong connections filled with trust and positivity.
Pride
Pride
We are passionate about our mission, we recognize that it allows us to improve the quality of life of people and our environment.
Our Promise
A rigorous analysis of your situation and objectives, customized and optimized recommendations, attentive service that will exceed your expectations and continuous research for innovative ways to serve you better.
Wealth Management
Insurance and Coverage
Tax and Estate Planning
Philanthropy
Solutions for Business Owners
Strategies for Health Care Professionals
Sustainable Development
Creating wealth also means building something beautiful around you, for others, for tomorrow.
Tools at your fingertips.
Use our tools and calculators to evaluate a variety of aspects of your financial situation.
Discover the Team
Our clients have found peace of mind, a reliable team and solutions adapted to their situation.
Contact Us
Come meet our team. They can help you define your needs and hopes, and work with you to create the strategies to reach them.
