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

Tip of the AI Iceberg

Mar 26, 2024

You ain’t seen nothing yet! AI as we know it is still in its infancy. Get ready for unparalleled growth as AI shapes the future of work, health, leisure, and so much more....

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When a wealth plan is fluid

Mar 21, 2024

Your wealth plan is a roadmap to achieving your life goals—but it’s subject to change for multiple reasons. Find out why this important plan should never be set in stone....

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Planning for market volatility

Mar 21, 2024

Do you shudder when you hear “volatility?” See how you can be prepared financially and psychologically for market swings—and that includes remembering volatility’s upside....

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Joseph El-Khoury

Investment Advisor
Financial Security Advisor

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2020 Transcanadienne Suite 200
Dorval, Québec
H9P 2N4 Canada