We provide a broad range of services, products and plans to meet the diverse needs of our clients. Please see below for more information.
- Financial Planning Services
- Retirement Planning
- Tax Planning
- Estate Planning
- Portfolio Analysis
- Insurance Analysis
- Online Portfolio Access
- Financial Calculators
- Online Financial Library
- Mutual Funds
- Exchange Traded Funds
- Principal Protected Notes
- Disability Insurance
- Life Insurance
- Long Term Care Insurance
- Critical Illness Insurance
- Segregated Funds
- Tax Free Savings Accounts
- Registered Disability Savings Plans
- Registered Education Savings Plans
- RRSPs and RRIFs
- LIFs and LIRAs
- Tax Efficient Corporate Class Investment Accounts
- JWROS Investment Accounts
How We Work
Schedule a meeting, listen, understand and review your needs and goals.
Discuss your needs and goals and offer recommendations to better serve you.
Build an effective plan that suits your needs and goals.
Launch, monitor, report and review your new plan for success.
Why Choose Us
20+ Years of Experience
Easy & Simple Trading Tools
Constantly Evolving with new trends
Alan and Carol Sainio
We have known Ray for many years.
We have always found him sincere, honest and community minded. He is always willing to answer, discuss, and give insight to subjects that don't directly pertain to his business. (real estate, retirement papers and world economics etc). His meetings are relaxed, unhurried and non business like.
If you are looking for a long term realistic, intelligent way to investment money this is your team!
Roger and Suzanne Guenette
Having known Ray as an honest, hardworking and passionate person, we entrusted him with our finances right from the beginning of his career. He is knowledgeable and keeps up to date on all developments in the world of finance.He has your interest at heart, works tirelessly for you and communicates with you regularly to inform you and to update your portfolio if need be. He is a beautiful person whose work ethic is highly professional. He scores very high on our list recommendations.
Linda and Bob Denton
We have known Ray for over 20 years and have trusted Bisaillon Asset Management with our life savings for the past 15 years. He has allowed us the freedom to enjoy our retirement to the fullest. Our life long goal in retirement was to travel and because of our financial security with Ray, we have achieved our goal. We have travelled Canada and USA from Coast to Coast to Coast and even Central America and the Caribbean. With the help of Bisaillon Asset Management we will continue to enjoy our Senior years.