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enhance | protect | enjoy | wealth

Providing the best in wealth and estate solutions with sophisticated strategies that are consistent with your unique needs.

Understanding your unique needs is fundamental to providing you with the best solutions. I draw on experience, knowledge, and education to create your Financial Integration Strategy. Recognizing that having a strong team of experts is crucial to being successful in the financial services industry.

A CLEAR VISION

As a successful individual, you deserve personalized service; specialized information and superior knowledge to help you effectively manage and protect your assets.

~ Paul Dufour, President

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OUR PRINCIPLES

Confidentiality

Adding Value

Making A Difference

Transparency

OUR METHODOLOGY

Discovery

Initial consultation.

Analysis

Strategic thinking and collaboration.

Diagnosis

Economic value.

Recommendations

Strategies and structures that realize family harmony.

Implementation & Monitoring


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Paul Dufour
President
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Ryan Wakeman
CFP, Associate
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Gerald Finnerty
FSA, Associate
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Chelsea Proulx
Executive Assistant

We are a boutique wealth management firm that focuses on enhancing and protecting our client’s wealth so they may be able to enjoy it for generations to come. This is done by helping our clients manage the complexities of their financial affairs to achieve their goals and maximize opportunities for themselves, their family, their business or their community, using a comprehensive, team-based approach.

As a trusted member of your financial counsel, we commit to providing you with a superior level of confidentiality, value, and transparency in order to make a difference. Our planning process doesn’t happen overnight. It’s one that evolves with your life. We will take you on a journey that incorporates many phases. Our first consultation is to discover who you are as a person and your unique situation. Through the gathering of information, our team will then collaborate and analyse what’s currently in place and how it pairs with your needs and goals.

Understanding your unique needs is fundamental to providing you with the best solutions. We draw on experience, knowledge, and education to create your Financial Integration Strategy by recognizing that having a strong team of experts is crucial to being successful in the financial services industry.

Through the Financial Integration process, and by leveraging the expertise of individuals dedicated to a specific discipline, we can ensure that there are no conflicting opinions on the best suite of solutions designed to meet your unique needs.

Implementing and monitoring your new plan is what separates Breadth Consulting Inc.  Our structure enables us to remain current as industry experts help to keep us knowledgeable. We are committed to meeting with you on a level that you see fit to always keep your plan relevant.

“As a successful individual, you deserve personalized service; specialized information and superior knowledge to help you effectively manage and protect your assets.”

Welcome to Breadth Consulting…

We look forward to joining your trusted team of advisors.

PHILANTHROPY

Breadth Consulting Inc. is a strong community partner and is tied to many philanthropic endeavors.

Breadth Consulting Inc.

P: 519.966.4400

2055 Sandwich W Pkwy, Unit 300 • LaSalle Ontario, N9H 2E1

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