The team

Wealth creators

At PPTA, we believe that no single professional can, on their own, master the full range of financial, tax, legal, and human issues our clients face.

That is why we have chosen to surround ourselves with a solid network of internal and external collaborators who share the same standards of excellence and the same commitment to offering personalized support. Tax specialists, lawyers, notaries, accountants, human resources specialists, group insurance experts, financial planners, and claims management specialists work together to offer our clients the best strategies, tailored to their reality.

This collaborative approach allows us to mobilize the most relevant expertise, at the right time, in order to offer each client coherent, thoughtful advice that is perfectly suited to their situation.

Over the years, this approach has become one of our firm’s key strengths. It allows us to go well beyond financial products to support our clients in their most important decisions, with a comprehensive, long-term vision.

Simplify. Plan. Prosper.

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Marc Patry, CFP

President, Senior partner and cofounder | Certified financial planner | Financial security advisor

Marc-Antoine Patry

Financial security advisor

Sustainable Development

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

It starts here

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

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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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