Member

Guillaume Girard

Victoria, BC, Canada

Portfolio Strategies Corporation

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Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Guillaume Girard

Member Bio

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I help incorporated business owners and high-income professionals turn peak earning years into long-term financial independence.

Most of my clients are age 35–55 with net worth greater than 1M, strong annual savings, and increasing financial complexity.

As their income grows, so do decisions around corporate investing, tax strategy, retirement income, insurance, and long-term structure.

As a Wealth Advisor & Financial Planner, I coordinate these moving parts into one integrated, tax-efficient plan, so they can build wealth while they’re working and confidently live off it when they stop.

Specializations

Corporate Financial Planning
Financial Planning
Group Investment Planning
Insurance Planning
Investment Management
Retirement Income Planning
Tax Planning

Designation(s)

CFA
CFP (Canada)

Compensation Models

Insurance Commission
Fee based (AUM)

Professional Associations

CFA Society

Education

University

Assets Under Management

10,000,000-50,000,000

Practice Size

2 to 5

Investment License

Mutual Fund

Provinces Licensed (Investment)

Alberta
British Columbia
Ontario
Quebec
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