Our team supports families who want their wealth and values to have an impact the next two generations. We create value for families through a sustainable partnership based on a holistic, transparent, aligned and dedicated approach. les familles qui souhaitent que leur patrimoine et leurs valeurs familiales puisse exercer une influence positive sur les deux prochaines générations. Nous créons de la valeur pour les familles en proposant un partenariat durable basé sur une approche holistique, transparente, alignée et dévouée.
– Integrated (Holistic)
Intergenerational strategic planning is the core of our approach. This approach combines Agile financial planning with strategic thinking about family aspirations, followed by the implementation of the resulting recommendations.
–Transparent
Our planning approach is based on fee-based packages, ensuring our recommendations are focused on creating value for your family rather than the profitability of the proposed solutions.
–Aligned
We offer a governance approach to wealth management, combining independent members and aligning strategies with family values by incorporating external stakeholders on the overall strategy.
–Dedicated
We are a family business dedicated to serving enterprising families. We understand this reality and can establish a lasting strategic partnership.
A journey where we Elevate, Perpetuate, Inspire and Cooperate. It means embracing constant evolution, sustained impact of visionary enterprising families, inspiration through the depth of issues addressed and collaboration with the family ecosystem.
Réginald Barbe
B.B.A.| DESS
President & Founder
Marc-Alexandre Barbe
Pl. Fin
FEA | CIO | Partner | Financial Planner | Financial Security Advisor
Geneviève Bauer
B.Sc. | Pl. Fin. | A.V.A |
Associate Director
Philippe Hanscom
B.A. | Pl. Fin.
Financial Security Advisor | Financial Planning Analyst
Ian Bauer Lemesre
Customer Service Coordinator
As both the guardians of your vision and the integrators of your project, we can meet all your needs
We defend your interests while helping your push the family forward.
A few years ago, while planning the transfer of my business, I was working on a new business project that required a lot of travelling to China. I needed a company that could offer all the services needed for the planning of a business transfer. I didn't have time to go left and right to find the people and the resources to support me. A business transfer requires planning over multiple years in order to solidify the transition; mine took 4 years. Thanks to the experts around me, I was able to continue my development in China while ensuring the handover and sustainability of my business. To me, Planisource is a "one-stop shop," plain and simple. They are a turnkey service that brings together all the experts required in a business transfer project.
Gerry Préfontaine
Peinture Préfontaine
In 2019, I was recommended Planisource to see things more clearly and better plan my personal situation. From the first meetings with Marc-Alexandre I knew that I was in good hands. His ability to understand my situation gave me confidence and after having analyzed all facets of my portfolios, tax, estate, finance and insurance, all while selling my company in 2020, Planisource aptly advised, supported and directed me in the reconstruction of what looks like today like a SUPERB Rubik's Cube. We are now striving for the Perfect Rubik Cube. This thoughtful approach will bring prosperity and ensure the sustainability of my wealth for generations to come.
Richard L'Abbé
Head of an Enterprising Family and Founder of Iteract Inc.
I have been working with Planisource for about 10 years. I have worked on various mandates where I drafted a wide range of legal documents such as trusts, wills, and shareholder agreements. What I appreciate most is they take charge of the whole process on the client’s side. The team has a good understanding of the various issues at stake in the project, which allows you to determine the needs of customers and ask them the right questions and then guide them to the professionals who can meet their needs.
Me Caroline Rhéaume
Lawyer, M. Fisc., TEP
