Welcome to The Simard Group Wealth Management Team

The Simard Group brings over 38 years of combined experience in the financial planning industry. We offer sophisticated wealth management strategies that help business owners, professionals and other high net worth individuals reach their financial goals.

Our objective is to help high net worth clients to attain financial peace of mind. We do this by providing direction with their finances, emotional support when they need it and sensible strategies that help them reach their financial objectives.

"We are committed to helping you achieve what matters the most."

Our primary focus is on capital preservation and wealth enhancement. We build a customized investment strategy that provides the best after-tax return within your risk comfort level.

Please click here to arrange a consultation today...