KNOWLEDGE

Our thirst for knowledge in a rapidly evolving industry demands that our team not only remain lifelong students, but advocates for financial literacy for our clients and within our communities. Empowering those around us with a greater understanding of their finances allows them to have confidence in the decisions they take for themselves, their loved ones and their businesses.

EXPERIENCE

Our team has accumulated a number of years in finding creative solutions, cultivated through all of the experience gained in navigating through the complex tax burdens shared by wealthy families and their incorporated businesses.

COLLABORATION

Our team is committed to developing the relationships with financial professionals in all the fields of expertise, like accountancy, legal, lending, brokerage and notarial, that families and business owners need to be surrounded by when they are in need of sophisticated planning and a well thought-out decision making process.

A partnership based on a philosophy of giving and shared values rooted in a passion for entrepreneurship, fueled by a perpetual curiosity to expand their knowledge

"We asked ourselves; what type of advisor would we want our parents to have had, to teach them how to spend and save as they planned for their family and us as their children?

We asked ourselves, in business; what kind of advice would we want to have access to, and what kind of advisor would give us the confidence to make the right decisions for growth? 

And finally, as an investor, we asked ourselves; what style of advisor would we put our trust in, to rely on their counsel and on their ideas?

Our vision is based on the answers to these questions. We designed our mission to answer to the obligations and responsibilities that advisors must take on to thoroughly serve and consistently support their clients. Our vision embodies the qualities of accountability and integrity. As a team we hold high standards when delivering financial literacy and invest heavily in our relationships with our clients and the financial professionals that surround them."

STEVEN FURTADO
CO-FOUNDER OF SAVOIR WEALTH  |  CIM®
Portfolio Manager
(Advising Representative)

+ 1 514 458 8173
sfurtado@savoirgroup.ca

Steven Furtado, CIM & Associate Portfolio Manager (Associate Advising Representative) & Jennifer Torres, Financial Security Advisor, have partnered to provide a Family-Office style of wealth management advice and service.  Not only did they believe in opening an independent practice, their conviction lay in building interdependence with strategic partners in the financial eco-system surrounding and serving the client.  With Steven’s experience in investment management and background running a family business, Jennifer's skillset was a perfect compliment, given her 18 years in the financial planning space, supporting incorporated professionals and business owners build wealth. Together, they are dedicated to providing financial literacy and educating their clients, positioning them to make more informed decisions regarding their finances. They take pride in carving out a role as a trusted advisor and business coach and find fulfilment co-investing along side everyone of their clients.

JENNIFER TORRES

 Savoir Wealth

181 rue Hymus, Suite #100                               Pointe-Claire, Quebec, H9R 5P4                     

  +  1  514 400-8859
  planning@savoirgroup.ca        

At Savoir Wealth, we are re-defining the 
financial and business advisory space.

Our goal is to create a distinct experience where 
clients feel supported, educated and advised.

Our commitment to our clients involves building collaborative and reciprocal relationships with every financial professional who supports them. It may mean working with an existing professional they have a loyal and trusted relationship with.  We may have to make the appropriate introductions to strategic partners we have vetted and have had experience with.  In any case, our clients can expect to have a team who is aligned with their goals of financial success.  

Our clients benefit from the value we bring to their financial situation

Your Plan Designed

01

We help you define your goals so you can articulate your vision

02

We complete a comprehensive analysis of your net revenues and assets

03

We draft your base plan and together, we refine the details for accuracy

04

We design a strategic investment and financal plan

05

We integrate strategic partners and implement the customized  solution

06

We measure, evaluate and adjust continuously as the plan evolves with every life event

OPPORTUNITY FOR
ACCESS

"OUR ACCESS IS ANYTHING BUT CONVENTIONAL"

We're not limited to public securities and fixed income. Our portfolios can include some of the most sophisticated offerings typically reserved for institutional investors such as Endowment Funds, Pension Plans and Family Office Portfolios.  These unique opportunities are made accessible for our clients, their businesses and their families, through Savoir Investment Counsel | Hoovest Financial Inc.⁺ 

A prudent + pragmatic approach to portfolio design

THE FOUNDERS

Revolutionizing how advice is delivered

Plan Design
+ Execution

Access through Savoir Investment Counsel⁺ integrates the ability to co-invest along side institutional investors in alternative asset classes 
that go beyond the conventional stocks and bonds portfolio.

Our Commitment

Driven first by your goals, every consolidated financial plan is designed with purpose and intention, integrating sophisticated tax planning and diligent risk management strategies

The Planning

Process

CONTACT INFORMATION

CO-FOUNDER OF SAVOIR WEALTH

Business Consultant  | Financial Security Advisor

+ 1 514 926 0027
jtorres@savoirgroup.ca

+ Savoir Investment Counsel is a private investment counsel team of Hoovest Financial Inc. (HFI). HFI is registered with the British Columbia Securities Commission as an Investment Fund Manager, Portfolio Manager, and Exempt Market Dealer. It is also registered in the same categories in Alberta, Saskatchewan, Manitoba, Ontario, and Québec.

9434-1013 Quebec Inc.

Savoir Wealth is a trade name of 9434-1013 Québec Inc., an insurance advisor registered with the AMF (Autorité des marchés financiers).  Insurance products and services are offered by life insurance licensed Financial Security Advisors through Savoir Wealth.

+ Savoir Investment Counsel is a private investment counsel team of Hoovest Financial Inc. (HFI). HFI is registered with the British Columbia Securities Commission as an Investment Fund Manager, Portfolio Manager, and Exempt Market Dealer. It is also registered in the same categories in Alberta, Saskatchewan, Manitoba, Ontario, and Québec.

At Savoir Wealth, we are re-defining the 
financial and business advisory space.

Our goal is to create a distinct experience where 
clients feel supported, educated and advised.

Our commitment to our clients involves building collaborative and reciprocal relationships with every financial professional who supports them. It may mean working with an existing professional they have a loyal and trusted relationship with.  We may have to make the appropriate introductions to strategic partners we have vetted and have had experience with.  In any case, our clients can expect to have a team who is aligned with their goals of financial success.  

At Savoir Wealth, we are  re-defining the financial and business advisory space.

Our goal is to create a distinct experience where  clients feel supported, educated and advised.

KNOWLEDGE

EXPERIENCE

COLLABORATION

Your Plan Designed

Driven first by your goals, every consolidated financial plan is designed with purpose and intention, integrating sophisticated tax planning and diligent risk management strategies

06

We measure, evaluate and adjust continuously as the plan evolves with ever y life event

"We asked ourselves; what type of advisor would we want our parents to have had, to teach them how to spend and save as they planned for their family and us as their children?

We asked ourselves, in business; what kind of advice would we want to have access to, and what kind of advisor would give us the confidence to make the right decisions for growth? 

And finally, as an investor, we asked ourselves; what style of advisor would we put our trust in, to rely on their counsel and on their ideas?

Our vision is based on the answers to these questions. We designed our mission to answer to the obligations and responsibilities that advisors must take on to thoroughly serve and consistently support their clients. Our vision embodies the qualities of accountability and integrity. As a team we hold high standards when delivering financial literacy and invest heavily in our relationships with our clients and the financial professionals that surround them."

 Savoir Wealth

  2020 Trans Canada Highway, Suite #107

Dorval, Quebec, H9P 2N

+  1  514 400-8859

planning@savoirgroup.ca

SOUNDING BOARD OF ADVICE

 +  Wealth + Insurance management team

 +  Legal Team for Family Law *

 +  Legal Team for Corporate Law *

 +  Accounting Team *

 +  Lending + Financing Team *

 +  Notarial Services *

 *  Savoir Wealth is not a licensed firm to provide these services.  These services are offered by third-party service providers.

SOUNDING BOARD OF ADVICE

 +  Wealth + Insurance management team

 +  Legal Team for Family Law *

 +  Legal Team for Corporate Law *

 +  Accounting Team *

 +  Lending + Financing Team *

 +  Notarial Services *

 *  Savoir Wealth is not a licensed firm to provide these services.  These services are offered by third-party service providers.

Strategic Relationships cultivated with Like-Minded Professiionals