Services

Financial advice

We understand each client has unique financial goals. We offer comprehensive advice that will help you build a customized financial plan to financial security.

Investment management

Our focus is to help our clients manage their investments with proper asset allocation, performance evaluation, tax efficiency and long term strategies.

Insurance planning

Insurance is the foundation of a plan for a secure financial future. We help you understand if and how insurance fits in your financial plan and evaluate what type of coverage you need in your personal situation.

Retirement planning

Retirement security is a fundamental component of the financial planning process. Our goal is to work with you to preserve your wealth and help you achieve your retirement goals.

Tax reduction and estate planning

We look at tax efficient strategies to help you manage your finances and help you efficiently transfer your lifetime assets to your heirs and/or charities.

Business solutions

Group health benefits and employer pension/savings plans help attract and retain employees and members. We help businesses find the right comprehensive plan that ensures employee satisfaction.

Our Team

Andre founded Axis Financial Group Inc. to continue his vision in offering exceptional financial planning services tailored to each client’s specific needs.

Communicate with our team for your financial planning needs:

Andre Bourgeois, BBA, CFP, EPC

President & Certified Financial Planner

Jeremy Jacob, QAFP

Qualified Associate Financial Planner

Isabelle Girouard

Financial Advisor

Sophie Robichaud

Executive Administrative Assistant

Marion LeBlanc

Associate Financial Advisor
Axis Financial Group Inc. is committed to offering focused, personal and professional services to our clients. We are committed to providing value-added financial advice that align with our clients’ priorities and help them achieve their financial goals.