Marc Sayegh

As a Financial Services Advisor and CFA charterholder with a career background in banking, I help professionals, business owners, and families in Quebec protect and grow their wealth with disciplined, evidence‑based strategies.

I specialize in integrating life insurance, disability and critical illness coverage with retirement and investment planning, so that your protection, savings, and estate objectives all work together in one cohesive plan.

My clients value clear explanations, proactive follow‑up, and a partnership grounded in rigorous analysis, strong banking experience, and the highest ethical standards of the CFA profession.

Marc Sayegh

Areas of focus

• Life, disability, and critical illness insurance (personal and corporate), including needs analysis, product selection, and implementation.
• Tax‑efficient wealth and retirement planning using registered, non‑registered, and corporate/holding‑company structures.
• Investment and portfolio guidance rooted in CFA‑level research and risk management.
• Business owner strategies: key‑person and buy‑sell insurance, shareholder protection, succession and exit planning.
• Ongoing review and adjustments as your personal, family, or business situation evolves.