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.

Meet the team

With over 10 years’ experience in financial planning services, Andre founded Axis Financial Group Inc. to continue his vision in offering exceptional financial planning services tailored to each client’s specific needs. Andre is known for his friendly comprehensive approach and unique ability to explain and simplify complex financial concepts to clients, helping them understand and, ultimately, reach their financial goals.

At Axis Financial Group Inc., we are committed to providing efficient and value-added financial advice to our clients. We are pleased to announce the addition of two new members to the team : Jeremy Jacob, Financial Security Advisor and Paulette Vienneau, Administrative Assistant. This will allow our organization to offer additional services to our existing and future clients.

Communicate with our team for all of your financial planning needs:

Andre Bourgeois, BBA, CFP

Certified Financial Planner
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Jeremy Jacob

Financial Security Advisor
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Paulette Vienneau

Administrative Assistant
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About Us

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.