Pfizer Montreal

Our Vision

Ancora empowers you to achieve more in life through distinctive investment strategies, personalized wealth management, and a holistic approach to financial planning. We believe in partnering with you to understand your unique goals, circumstances, and aspirations to deliver tailored solutions that align seamlessly with your life aspirations.

Who We Are

Founded in 2003, Ancora stands as a leading financial advisory firm with over $9.8 billion in assets under management. Our team of experienced professionals comprises over 110 individuals including Certified Financial Planners (CFPs), Chartered Financial Analysts (CFAs), Certified Public Accountants (CPAs), and other industry experts. We leverage this diverse expertise to offer comprehensive wealth management services that meet the individual needs of our diverse clientele.

What Sets Us Apart

Our guiding principles of integrity, collaboration, and personalization define our approach to client relationships. We value open communication, active listening, and transparency in every interaction. Our team works closely with you to:

• Develop a holistic financial plan: We take a comprehensive approach to understand your financial goals, risks, and aspirations to build a customized roadmap for success.
• Provide personalized investment solutions: Our investment strategies are tailored to your individual risk tolerance, financial goals, and market conditions.
• Offer comprehensive wealth management: We assist you with wealth planning, retirement planning, investment management, and insurance solutions.
• Empower through protection: We help you navigate potential risks and safeguard your financial well-being through comprehensive insurance coverage.

Investment Management

• Equity strategies
• Fixed income strategies
• Mutual funds
• Alternatives

Wealth Planning

• Family wealth management
• Retirement plan management
• Estate & succession planning

Risk Management

• Insurance solutions

Additional Offerings

• Asset management
• Family valued approach
• Tailored financial planning
• Personalized service

Our Expertise

Ancora boasts a team of seasoned professionals with extensive experience in various financial fields. We hold multiple accreditations and designations, demonstrating our commitment to industry knowledge and ethical practices.