WEALTH PLANNING IS ABOUT MUCH MORE THAN MONEY.
True wealth is defined as the ability to live life on your terms and to reach the goals that you set for yourself, your family and your business to create a legacy that reflects your values.
The Blanchard Group helps you and your family redefine your relationship to money through financial independence planning and a sustainable investment strategy that integrates environmental, social and governance factors – so you can focus on living your abundant life.
We believe the best way to generate superior risk-adjusted returns is to fully incorporate long-term environmental, social and economic trends within investment decision-making.
Please contact us or visit our website to learn how we can help you create a life in alignment with your deepest values.
Services Offered in RI
- Other
- Financial planning
- Will & Estate planning
- Insurance & risk planning
- Taxation planning
- Investment management
- Succession planning
- Charitable giving
- Small business planning
Minimum Account Size
$500,000+
Investor Type Dealt With
Individual
Institutional
Type of License
IIROC
Autorité des marchés financiers
Chambre de la sécurité financière
Provinces Licensed In
- Alberta
- Ontario
- Quebec
- Saskatchewan