Let’s discover your financial DNA together

Since 2015

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Our purpose is to provide a holistic view to pharmacist owners, identifying unique solutions and a concrete plan for their financial success.

Guided by kindness, our goal is to reveal their financial DNA, helping them achieve their life goals.



OUR SERVICE OFFER

Planification financière, fiscale et successorale

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Investissement

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Gestion des risques dans un contexte d'affaire

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Épargne collective et d'assurance collective

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Service hypothécaire

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"As an ADN customer, you benefit from a level of service and personalized attention that stands out from what can be found elsewhere. We invest the time necessary to understand your situation, your life, and the needs of your family and businesses, including financial aspects and personal goals. Together with you, we work to ensure your success.

ANTONY LESSARD, B.A.A.

President,

Financial security advisor,

Insurance and group annuity advisor,

Collective savings representative,

With nearly 10 years of experience and thanks to the support of a dynamic team and the support of specialists in fields related to the financial sector who constitute my business network, Antony is able to provide his clients with financial services and tax concepts allowing the optimization of their financial situation. Antony has also developed a growing network of specialist contacts in the field of community pharmacy such as specialist law firms and accounting firms specializing in pharmacy.

Antony Lessard

MEET THE TEAM

Testimonials

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