Wealth Management · Gatineau–Ottawa
For those who think beyond.
We have the horizon to guide you not only to retirement, but well beyond — through your estate, and on to the generations that follow you.
families served
years in business
Who we are
Strength to reassure.
Clarity to decide.
Pérennité Gestion de Patrimoine guides professionals and families across the Ottawa–Gatineau region in building, protecting and passing on their wealth.
We believe lasting planning doesn’t simply follow a standard life cycle — it adapts to the defining moments, foreseeable or not, that reshape a financial trajectory.
Your goals
Six goals. One integrated strategy.
Everything we do is built around concrete, evolving goals aligned with your reality.
Our method
A structured, evolving relationship centred on you.
Discovery
We take the time to fully understand your overall situation: your goals, your values, your financial and personal reality. This step is essential to build a relationship of trust and lay the foundations of a tailored strategy.
Analysis and recommendations
From the information gathered, we analyze your situation in depth and develop personalized strategies. Our recommendations are clear, structured and aligned with your priorities.
Implementation
We guide you through putting the selected solutions in place. Every action is carried out rigorously, with a constant concern for transparency and efficiency.
Monitoring and evolution
Your situation evolves, and your strategy must follow. We provide regular, proactive follow-up to adjust recommendations over time, keep them relevant and seize new opportunities.
Explore your situation with our calculators.
Monthly cost of living, retirement projection, leverage strategy — three free, confidential, exportable tools.
Pérennité’s Signature Service
For situations that fall outside the ordinary.
Some moments don’t follow a predictable path. They call for tailored thinking, not a box to tick. The Signature Service is designed for wealth of a scale that warrants fully dedicated attention.
You’re selling your business.
What next? The sudden liquidity of a lifetime of work changes everything — taxes, family structure, even the meaning of “retirement”.
You’ve inherited a significant sum.
No warning, no plan. A sudden inheritance can weaken as easily as it enriches. Where do you start, and who should you talk to before acting?
You’re planning your exit.
Handing over a family business, passing the reins to the next generation, or selling to a third party — each scenario redefines the legacy you leave.
An event has transformed your wealth.
The sale of a major asset, stock options vesting, a significant settlement — the decisions made in the first months matter more than all the others.
The Signature Service isn’t announced by a posted threshold — it reveals itself in conversation. If your situation sounds like one of the above, let’s talk.
Our team
Experts at your service.
Every member of Pérennité brings complementary expertise to cover your entire wealth picture.
