Approach

Clarity.
Guidance.
Growth.

Rigorous in our approach, human in our relationships, always working toward the future you envision.

What defines us
at SOLIS.

Every client is met with genuine attention and care. We take the time to understand your full situation, so we can offer personalized guidance and clear, meaningful answers at every step of the way.

Our expertise shows in the quality of our advice, the consistency of our standards and the results we help you achieve. We hold ourselves to the highest level of excellence — in every mandate, without exception.

Your interests drive every recommendation, every conversation, every decision. That is the only foundation on which a lasting relationship can be built.

We give you a clear, objective view of your financial situation. Transparent communication is not just part of our process, it is how we show respect for you and your goals.

An approach
built around you.

Every relationship starts with an open conversation about what matters most to you, your goals, your priorities, your concerns. From that foundation, we craft a strategy that is coherent, flexible and entirely aligned with your reality.

We do not believe in one-size-fits-all solutions. We invest the time to truly know you, so we can provide guidance that is relevant and meaningful, not just today, but at every important milestone in your financial life.

Our Team

Philippe works in the field of financial services and wealth management.

Philippe has built his career in financial services and wealth management, holding a Bachelor's degree in Economics from Concordia University. Over the years, he has led several strategic client acquisitions, shaping a practice rooted in personalized service, close client relationships and a comprehensive approach to wealth management.

Drawing on his team and a broad network of professionals, Philippe delivers full-service guidance across investments and insurance.

Sylvie has several years of experience in the field of financial services and wealth management.

Sylvie brings extensive experience in financial services and wealth management, with a deep passion for financial planning and retirement strategies. She works closely with her clients to develop tailored approaches that reflect their goals and financial reality.

Through a rigorous yet deeply human approach, Sylvie helps clients build clear, actionable plans that guide them toward their retirement goals — and give them the peace of mind they deserve. She designs investment portfolios that balance strong performance with smart tax strategies, always in line with each client's investor profile.

Alain has several years of experience in the field of financial services and wealth management.

Alain has developed a distinguished career in financial services and wealth management, with recognized approach in corporate insurance, entrepreneur planning and advanced market strategies.

Throughout his career, he has supported business owners, incorporated professionals and high-net-worth families in building solutions tailored to their financial and tax reality.

Known for his strategic mindset and hands-on experience, Alain collaborates closely with a wide range of professionals to deliver comprehensive, personalized solutions. His mission is to help clients make confident, informed decisions — while ensuring the long-term sustainability of their wealth and financial objectives.

The Strength Of A Network

Our affiliation with SFL Wealth Management allows us to combine independent advice with access to a network of leading experts and financial partners. You thus benefit from rigorously selected solutions, entirely dedicated to a personalized wealth management strategy, without compromising on quality or transparency.