Summexx Financial Group is an independent financial services firm operating in Montreal, Canada. We specialize in advising business owners, executives, professionals and retirees in growing and protecting their assets. We work in tandem with our clients in developing strategies that achieve growth while mitigating risk.
In doing so, we also put an emphasis on estate preservation and transfer; we advise our clients on tax efficient ways to preserve their estate and prepare for the transfer of large assets such as businesses or buildings. We view ourselves as product specialists in personal insurance and investment and, as such, we understand the tax intricacies related to those products.
In doing so, we also put an emphasis on estate preservation and transfer; we advise our clients on tax efficient ways to preserve their estate and prepare for the transfer of large assets such as businesses or buildings. We view ourselves as product specialists in personal insurance and investment and, as such, we understand the tax intricacies related to those products.
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