dual-licensed and can offer you insurance advice.
circumstances, retirement goals, and dreams in order to develop a unique retirement package that you can enjoy.
Founded in 2017, I began my career in the financial industry in 2017, armed with a double bachelor's degree in Finance and Accounting.
In 2024, I embarked on an exciting new venture as a financial services entrepreneur, joining Investors Group. This transition allows me to offer high-end, personalized financial solutions to my clients, ensuring they receive the exceptional service and guidance they deserve.
INdependent finance planner
8+8 Years of Experience
customer satisfaction
100%Experienced Team
At Bitton & Associates, we pride ourselves on offering a comprehensive suite of services delivered by a team of seasoned professionals. Our experts include tax specialists, notaries, tax and estate lawyers, CPA accountants, actuaries, and pension experts, ensuring that every aspect of your financial and estate planning needs is addressed with precision.
meet our team
About Company
Bitton & Associates is a premier Canadian investing firm that is affiliated to Investors Group.
We are client-focused and make sure to go above and beyond our clients’ expectations. We provide exceptional wealth planning and investment management services to a varied range of clients throughout Canada from our offices in Montreal and remotely.
Mission and Vision
Our mission is to deliver tailored portfolio recommendations, retirement and estate planning, and complete transparency to our clients' goals and concerns at all phases of their life.
Our vision is to provide peace of mind and prosperity to Canadians.
Independence & Integrity
We are not obligated to any other financial institutions or third-party suppliers and are free to offer solutions that are most suited to our clients' specific requirements.
Excellence in Wealth Management
We strive to exceed our clients' expectations by offering exceptional service and expert guidance, which are critical to their pleasure.
Family & Long-Term Relationships
We consider our clients and colleagues to be family. Many of our customers have been with us for a long time, and we place a high emphasis on these connections.
Beyond The Numbers
True wealth goes beyond the boundaries of money and assets. It entails having a life that is meaningful which includes good health, strong relationships, freedom and purpose..
Your adviser will regularly review your plan and investment portfolio to make sure it stays aligned
with your changing personal circumstances, including your risk tolerance, financial goals, life transitions, and market fluctuations
We Are Dedicated To You In Many Ways
Than Just Developing Your Financial Strategy
Your Choices for Investments
We can provide a range of assets through B&A to help you diversify your portfolio:
Stocks
Bonds
Certificates of Guaranteed Investment (GICs)
ETFs, or exchange-traded funds
Mutual Funds
We provide exceptional wealth planning and investment management
Our vision is to provide peace of mind
and prosperity to Canadians
How We Can Help You
We can help you properly arrange your estate in a variety of ways, including:
We Are Dedicated To You In Many Ways Than Just Developing Your Financial Strategy.
Your adviser will regularly review your plan and investment portfolio to make sure it stays aligned with your changing personal circumstances, including your risk tolerance, financial goals, life transitions, and market fluctuations.
Our Blog
Advent has one of the world’s largest and most experienced private equity teams, with more than 170 investment professionals across four continents.
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*Compared to select competitors
Insurance products and services distributed through I.G. Insurance Services Inc. (in Québec, a Financial Services Firm). Insurance license sponsored by The Canada Life Assurance Company (outside of Quebec).
Mutual funds and investment products and services are offered through Investors Group Financial Services Inc. (in Québec, a Financial Services firm). Additional investment products and brokerage services are offered through Investors Group Securities Inc. (in Québec, a firm in Financial Planning). Investors Group Securities Inc. is a member of the Canadian Investor Protection Fund.Mortgages are offered through I.G. Investment Management, Ltd., registered as a mortgage brokerage in NB, ON (license no. 10809), NS (license no. 3000240) and as a financial services firm in QC (license no. 2400376104).
IG Wealth Management head office is located on Treaty 1 Territory, the home and traditional lands of the Anishinaabe, Cree, Oji-Cree, Dakota and Dene Nations and the homeland of the Métis Nation. Our clean drinking water comes from Shoal Lake 40 First Nation in Treaty 3 territory. We are grateful to have the opportunity to work in this community and also recognize our employees and field members working from places, near and far, acknowledging the traditional owners and caretakers of those lands.