The company

Dedicated and friendly: that’s PPTA, your multidisciplinary financial service company. We’ll build a trust relationship with you, and ensure your efforts are well crafted.

Simplify. Plan. Prosper.

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The company

Founded in 2004, PPTA Financial Services is an independent financial services firm recognized for its expertise in financial planning, in particular for professionals and business owners.

Creating wealth for close to 12,000 clients, our firm is recognized for its vision, commitment to its clients and the community, as well as for its innovative array of financial and insurance products.

PPTA relies on a team of internal and external partners, who work in a friendly, dynamic environment, one that is greatly focused on satisfying our clients.

Even in finance, it’s possible to do things differently! In order to offer you a high value-added service, we have chosen to break down barriers and surround ourselves with tax experts, lawyers, notaries and accountants. By putting everyone’s skills to good use, we maximize our capacity to offer you a comprehensive, well-thought out vision of the best strategies for you, your company and your loved ones.

Our head office is located in Gatineau and we have several points of service in Quebec and Ontario. PPTA is also a shareholder in Synergis Insurance Advisers, which develops customized financial services and products.

Combining more than 100 years of experience, the company partners will enthusiastically support you from the very start in order to reach 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



We’ll work with diligence and care to obtain the best results for each person and every project.



Our values direct our actions, and our actions are a testimony to our professionalism and integrity.



We value the quality of our relationships; created through meetings that build strong connections filled with trust and positivity.



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


Solutions for Business Owners

Strategies for Health Care Professionals

Sustainable Development

Creating wealth also means building something beautiful around you, for others, for tomorrow.

It starts here

Tools at your fingertips.

Use our tools and calculators to evaluate a variety of aspects of your financial situation.

Access the tools

Discover the Team

Our clients have found peace of mind, a reliable team and solutions adapted to their situation.

Discover the team

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.

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