Client testimonials

My clients all have the same goal: to take control of their financial future.

My objective is to give them the tools and the confidence to do their own financial planning and look at the future with greater serenity.

"I really appreciated Isabelle's services. Her mandate was to quantify my future financial needs based on my cost of living and my plans, make revenue projections and review my investment strategies accordingly. Her work has been very professional and detailed. I received great advice and would recommend her services without any hesitation. Now everything is clear and precise for my future, everyone should look into her services in my opinion. "

Isabelle Hervet is a consummate financial expert, her absolute integrity and attention to details are indispensable to creating comfort and security for her clients. She assisted my family at a delicate time and her services are impeccable. Unconditional endorsement for her services.  Carolina Gallo, LL.B, Vice president, Public affairs


As a caterer, I had very little knowledge of finance. Isabelle helped me structure, set up a savings plan and review my investment policy so that my assets could cover my liquidity needs over the long term. Her availability and understanding of my financial situation made it easier for me to perform tasks that were difficult for me. I have no hesitation in recommending it to anyone who would need personal financial planning advice. Danielle Ostiguy, Self-Employed, Vegetarian Home Catering Service

Isabelle Hervet:
Great asset we had in advising us on our investment strategies
Being an independent advisor she was able to recommend  us the best investment portfolio managers that suited our needs. She was also very helpful as a counsellor in our family financial planning.
Frank J. Motter