The advice you need when you need it

We appreciate that you have worked hard to attain your wealth — and we know that you desire to do good, invest well, and pass on not only your wealth, but also your values to the generations to follow. We also know that managing your wealth can be complex and time-consuming. As your Assante advisor, together we will help you define and prioritize each of your goals and we build a comprehensive wealth plan that will help you achieve them. We will walk beside you throughout your life to help you navigate all of the challenges and complexities you may face along the way. 

Joseph El-Khoury

Investment Advisor
Financial Security Advisor

My mission is to assist clients with developing strategies to reach their financial goals through customized investment advice and insurance services designed to mitigate risk and maximize returns. As a brokerage firm, we have access to a wide range of products including equities, bonds, mutual funds and insurance solutions. My motto is: Time alone will not improve your returns. Be well advised!

Recent Posts

(The Process Of) Economic Normalization and What That Means for the Outlook

Jul 02, 2024

Some positive signs of economic normalization have emerged, yet fiscal policy is stuck in pandemic-era liberality. Find out how this misalignment could impact your portfolio....

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Determining which donation method suits you best

Jun 18, 2024

You can choose from at least seven common charitable giving methods—each with its own financial benefits. This may seem overwhelming, but we’ve got a way to simplify your choice....

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Profit by overcoming investment biases

Jun 18, 2024

Herd behaviour is often named as the most common investing bias. Can you believe financial behaviourists have identified more than 20 others? Learn about the ones to watch out for....

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Joseph El-Khoury

Investment Advisor
Financial Security Advisor

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Office Address

2020 Transcanadienne Suite 200
Dorval, Québec
H9P 2N4 Canada