Advisors in Montreal
Quebec
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Tel: 403-346-0095
Fax: 403-346-0067
Solomon Financial
Unit 20, 5579 47th Street
Red Deer, AB
T4N 1S1
Chantal Bernard
Senior Planner
I have always been passionate about helping people and that’s not changing anytime soon, its part of my DNA.
I am always hopeful that I will get to see every one achieve their goals and dreams, but I also know that life has many challenges. We don’t all have the same strengths, tools and gifts, nor are we all at the same point on our journey through life. Sometimes we need support or counsel along the way and the team at Solomon Financial is definitely a great asset to have. As an Insurance Agent, I choose to focus on helping people create a sound strategy for the future through embracing their strengths, protecting the things that are most valuable to them and their families, and supporting them where they might need more help. I have the pleasure and pride to speak French, English, Spanish & Finance and to support my clients in the language they are most comfortable with gives me great joy. I serve clients in the provinces of BC, Alberta, Ontario and Québec for now but we never know, I might just be expanding horizons in the future.
Chantale Vaillancourt
Advisor
“Finance can feel like a foreign country and I’ll be your tour guide.”
I think of myself less as an advisor and more as a tour guide. You could absolutely get to your destination on your own. But I already speak the language, know the best restaurants and I won’t let anyone pick your pocket along the route. My job is to get you there faster and leave you feeling more capable, not more dependent. Above all, I’m your advocate. Every recommendation I make starts with one question: ”what’s actually best for this person?” I factor in your culture, religion and values so that your financial plan is in line with your goals but also what matters most to you.
I work with individuals, families, and corporate clients at every stage of the journey. Whether you’re just getting started and building your foundation, or you’re looking for more sophisticated strategies to maximize wealth and tax advantages. Whatever your starting point, we figure it out together. I’m based in Montréal and serve clients across Canada in both French and English.