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engelchevalier

Engel Chevalier Wealth Protection Inc. was founded in 2003 following the merger of David Engel’s and Gilles Chevalier’s companies. The two associates, each having 25 years of experience, decided to merge to continue to develop the services that will be of value to affluent clients.

mission

Engel Chevalier Wealth Protection Inc. offers services and counselling in wealth engineering in order help the growth and perpetuity of their clients’ wealth.
 
Our strategy of services and ideas rests on partnering with the synergy of the client’s other professional advisors. If none is available, we select firms that have shown a professional expertise and a capacity to work in concert with a client’s advisors.
 
Based on your identified needs and with your agreement, we will recommend meeting with specialists:
 

bullet    Management consultants
bullet    Taxation consultants
bullet    Financial consultants
bullet    Human resources consultants
bullet    Portfolio management consultants
bullet    Financial institutions representatives

This cooperation allows our clients to arrive at a solution which helps them complete the planned transfer of the family assets in an orderly fashion.