Julien De la Riera Fin. Pl.

Financial Planner
Financial Security Advisor
Investors Group Securities Inc.
​​​​​​​Firm in financial planning
514-940-3927

With a keen interest in taxation, I have over 10 years of experience in the industry. In 2018, Josée and I merged our practices. We share the same service philosophy and have worked together on a number of complex projects over the years. As a partner on the team, I work mainly with healthcare professionals and companies. I offer the best personalized service possible to help you achieve your wealth management objectives.

In my spare time, I’m either traveling or spending quality time with my son on a soccer field.

Demystifying sometimes complex situations and devising unique strategies to help clients achieve their goals are two concrete examples of the principles that guide me in my day-to-day work.