I, Yoan Bitton began my career in the financial industry in 2017, armed with a double bachelor's degree in Finance and Accounting. To enhance my expertise, I pursued the Financial Planner designation, acquiring all necessary licenses, including investment, trading, and both personal and group insurance licenses.
Throughout my professional journey, I have had the privilege of working with several esteemed financial institutions, providing tailored services to high-net-worth clients and professionals, including doctors, engineers, lawyers, accountants, nurses, educators and much more.
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.
About Investors Group
Investors Group is one of Canada's premier financial planning and investment management organizations, known for its dedication to assisting people and families in reaching their financial objectives. Investors Group and its affiliates, which manages close to $300 billion in assets, uses its extensive experience to create individualized financial solutions.
A cornerstone of IG Wealth Management's offering is the IG Living Plan, an industry-leading approach designed to evolve with clients' lives. This plan provides an interactive digital experience, allowing clients to monitor their progress in real-time, assess various financial scenarios, and make informed decisions to achieve their financial goals.
The organization is committed to providing comprehensive financial planning services, ensuring that clients obtain plans that are personalized to their specific circumstances and goals. As a financial planner through investors group, I work closely with customers to help them navigate the complexity of investing, retirement planning, and wealth management.
Investors Group collaborates with some of the world's most known asset managers to provide clients with a wide selection of high-quality investment options. These collaborations include industry leaders such as BlackRock, JP Morgan Asset Management, Mackenzie, NorthLeaf, and Fidelity Investments. By collaborating with these global specialists, Investors Group ensures that its clients benefit from cutting-edge investment methods, strong portfolio management, and new financial solutions tailored to specific financial objectives. This alliance demonstrates their dedication to providing world-class knowledge and assisting clients with long-term financial success.
Investors Group stands out as a trusted partner for people looking to safeguard their financial future, thanks to a strong emphasis on client connections and a diverse portfolio of investment products.
Expansion and Growth
In response to the increased desire for more progressive investments, Bitton & Associates was established in Montreal in 2024 after joining Investors Group, one of the biggest financial planning firms in Canada.
The firm evolved into a full-service wealth management organization that provides Canadians with comprehensive, unbiased, and transparent advice on retirement planning, estate planning, taxation, and portfolio management.
Present and Future Prospects
We have developed into a nationally renowned firm and serve clients throughout Canada.
We remain at the forefront of wealth management today and in the future, providing individualized services, achieving the best possible outcomes, and collaborating with clients from various backgrounds who are dedicated to the steps necessary to attain financial success.