A new kind of financial services firm
Proven strategies and personalized support to guide you in achieving your financial goals. Welcome to Gestalt Financial Group.
Our 5-step approach
Growing up with Gestalt
Gestalt is not a typical bank or financial firm. Our added value lies in our exceptional customer service and the effectiveness of our plans and strategies, which will give you confidence.
When you put your finances in the hands of our advisors, we strive to build long-term relationships with the aim of guiding you towards achieving your financial goals.
Gestalt uses a holistic approach to your financial management with a superior commitment to education, transparency, trust and specific attention to your needs so that you feel secure and satisfied with your plan… for life.
To offer a human relationship where we care about your projects, truly know you, and support you in aiming higher than the norm.
Get to know our team
We'll be there for you, no matter where you are.
Every journey is unique. Discover how we help our clients achieve their financial goals.
Entrepreneurs
Growth · Protection · Strategy Hover to learn moreEntrepreneurs
You build and protect your business. We align your personal and corporate finances to support growth, reduce risks, and prepare for succession or sale.
Solutions for entrepreneursYoung professionals
Solid foundations · Good choices · Momentum Hover to learn moreYoung professionals
Your career is taking off. We help you structure your finances, protect your income, and make smart choices now to accelerate your goals.
Solutions for professionalsPre-retirees
Transition · Taxation · Security Hover to learn morePre-retirees
Retirement is approaching: every decision counts. We transform your savings into a clear, tax-optimized plan to secure your transition and your income.
Solutions for pre-retirementRetirees
Stable income · Peace of mind · Inheritance Hover to learn moreRetirees
Enjoy your retirement with complete peace of mind. We support you with structured cash outflow management, ongoing tax optimization, and asset protection to preserve your quality of life.
Solutions for retireesHow can we help you?
Solutions tailored to your needs, whether you are an individual or an entrepreneur.
Solutions for every need
Discover our full range of financial products designed to support you every step of the way.
Our values
These values guide our daily actions and allow us to build strong and lasting relationships with our clients.
Commitment
We commit for the long term, guided by our principles, with rigour and perseverance to ensure the success of our projects.
Family spirit
We treat our team and our clients like family, fostering solidarity, mutual support and protection in an inclusive, balanced environment.
Kindness
We act with respect, empathy and attentive listening, supporting and guiding everyone to build relationships based on trust and mutual understanding.
Conscious leadership
We practise conscious leadership by acting with presence, responsibility and integrity. We choose to “be the bigger person”, combining discipline and empathy, and taking actions aligned with our values, even when it is hard.
Reciprocity
We value reciprocity by helping our colleagues and supporting our clients, to build balanced relationships and succeed together.
A personalized 5-step approach
A structured process to support you from the first meeting to long-term follow-up.
Understanding your situation
Analysis
Solutions and recommendations
Implementation of a plan
Regular monitoring
What our customers say about us
Excellent service du début à la fin. J’ai reçu des conseils clairs, professionnels et adaptés à ma situation. L’équipe est à l’écoute, prend le temps de bien expliquer les différentes options et inspire confiance. Je recommande sans hésitation à toute personne qui recherche un accompagnement financier de qualité. Merci pour votre excellent travail !
J'ai été servi par Marc-Antoine. Très bon service ! On a mis de l'avant mon budget et on a été en mesure d'adapter les couvertures en fonction de mes besoins et de mon budget. Merci !!
Je fais affaire avec M. Sébastien Kroetsch depuis plusieurs années et j'ai toujours eu un excellent service. Il communique avec moi rapidement et me donne de très bons conseils. Je le recommande sans hésiter !
Jean-François offre un service exceptionnel. Il fait preuve d’un grand professionnalisme, d’une écoute attentive et d’une excellente compréhension de ma situation financière. Ses conseils sont toujours clairs, précis et adaptés à mes besoins. Je le recommande sans hésitation !
De loin la meilleure expérience que j’ai eue avec un conseiller financier. Toujours là pour répondre à mes questions ; je ne connais pas beaucoup les finances, mais M-A était là pour bien expliquer. Service 11/10 ☺️
Leur expertise et leurs conseils m'ont été d'une grande aide et j'apprécie grandement. De plus, leur support durant une période plus difficile : ils ont été présents et ont répondu à mes questions sans hésitation. Je suis très reconnaissante de leur aide. Ils sont professionnels et attentifs. Je les recommande sans hésitation. Merci Marc-Antoine et Jean-François ainsi que l'équipe.
Schedule an appointment with an advisor
Are you ready for innovation? Contact Gestalt Financial Group for an initial, no-obligation discussion and discover how we can support you.
Meet with us