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Your financial planning has never been easier.
Find out more
multidisciplinary team
Leave your financial worries behind with our team of experts who use their expertise to make IT360 Financial an industry leader. Benefit from the skills each member of our team brings to the table and our advice throughout the estate planning process.
participatory approach
Thanks to our close and solid relationships with customers and partners, we can offer solutions tailored to your specific needs. IT360 Financial's comprehensive vision means our clients have access to innovative strategies.
dynamic learning
Benefit from the expertise of our many employees and partners to discover tools that can help you manage your personal and professional finances.
services
Take care of your finances!
Whether you're just starting out or retiring, take advantage of the full range of services we offer through our partnerships with industry experts. They make their expertise available so you can reap all the benefits of an independent consultant.
financial planning
Organize your financial life, both private and business.
We can help you develop your best financial plan through a free, in-depth assessment by one of our consultants.
- Tax Optimization: We help you identify your best options: type of compensation, income breakdown, etc.
- Define advantageous tax strategies that meet your needs
- Personal, family and business financial security
- retirement planning
- Analysis of investment solutions
embedding service*
Whether your business already exists or is just starting out, use our incorporation service to put your business on the right legal footing.
- Prepare incorporation documents and submit them to the Registraire des Entreprises (Chartered Corporations in Québec).
- Set up your company's ledger
- Establish adequate equity capital to confirm your tax status as an independent consultant
*Incorporation services are provided by Gestioncorporative Saint-Paul with fees paid by IT360 Financial Inc. Some conditions apply.
Accounting service*
Optimize your time with efficient accounting management.
We can meet your specific bookkeeping and bookkeeping needs. This turnkey solution is provided by a certified CPA firm.
- GST/PST record
- annual accounts
- corporate tax return
- accounting
- Annual resolution (logbook)
*Accounting services provided byLacharite McComber Kuczynski.
disability insurance
Have you thought about disability insurance?
Don't wait until an accident or illness stops you from doing your job. Protect your standard of living and that of your family with disability insuranceRBC insurance:
- Regardless of your medical condition (some conditions apply)
- irrevocable individual insurance
- Guaranteed up to age 65
Are you an IT freelancer? Get 25% off from our partnerRBC insurance.
Professional Services Insurance*
Choose the most comprehensive coverage available and enjoy peace of mind with a program designed just for you. Our partnersPROLINK Insurance Inc..ENACCBdeveloped a customizable solution for the self-employed that includes professional indemnity (E&O) and general indemnity insurance.
*Professional Liability Insurance Program for Self Employed Provided byPROLINK Insurance Inc..ENACCB.
Lohnservice*
We help you with your company's payroll accounting.
Simplify your life by entrusting your payrollEmployer D's payroll, partner of our law firm. This complete solution includes all regulatory matters, necessary updates and new features.
* Payroll services provided byDesjardin Loja.
mortgage service
For a purchase, pre-authorization, refinance, renovation or even an extension, seek advice from a trusted mortgage broker. He has the ability to evaluate the best deals in the context of your specific situation.
*Mortgage services provided by Martin Côté, Mortgage Broker inConsortium.
credentials
your experience with us
For over ten years we have supported independent consultants in optimizing their finances with a comprehensive and integrated range of services. Why wait? You can be our next satisfied customer!
«Éric and his team were highly professional and were always there for me. When I started my business, Éric gave me a lot of good advice and recommendations on the best products for me. He is an expert at helping others understand the complex workings of the market and financial products in a way that even someone with little financial knowledge can understand."
- Sergio Quiroz, M.Sc., Information Security Consultant, Hydro-Québec
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“Like many IT consultants, I basically ignored the subject of financial planning for many years. Fortunately, Éric came with his team of professionals (lawyers, accountants, tax, etc.) and helped me to get my finances in order on several levels (personal and business). Éric and his team are excellent professionals. They listened to what we needed and clearly explained things that seemed really complicated to us. I highly recommend the services of Éric Chevrette and the entire IT360 Financial team if you are looking to simplify and streamline your finances. My thanks to all of the team!"
- André Dubé, self-employed IT consultant
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Team
A dedicated team ready to boost your finances.
See the full team
Louis Cote
Wealth Management Analyst
Louis Côté - Finanzen TI360
Louis Côté - Finanzen TI360
Louis Cote
Wealth Management Analyst
Annabelle Gauthier
Administrative coordinator
Annabelle Gauthier - Finance TI360
Annabelle Gauthier - Finance TI360
Annabelle Gauthier
Administrative coordinator
Email address
a.gauthier@financesti360.com
Maxime Genois-Girard
Financial advisorsRepresentatives of investment funds
Maxime Genois-Girard - Finance TI360
Maxime Genois-Girard - Finance TI360
Maxime Genois-Girard
Financial advisorsRepresentatives of investment funds
Email address
m.genois-girard@financesti360.com
famous factories
Financial plannersRepresentatives of investment funds
Fabrice Fameni - Finance TI360
Fabrice Fameni - Finance TI360
famous factories
Financial plannersRepresentatives of investment funds
Email address
f.fameni@financesti360.com
Eric Doyle
Financial advisorsRepresentatives of investment funds
Eric Doyle - TI360 Finance
Eric Doyle - TI360 Finance
Eric Doyle
Financial advisorsRepresentatives of investment funds
Email address
e.doyle@financesti360.com
Francisco Bertrand
Financial PlannersFinancial AdvisorsInsurance and Pension Group RepresentativesMutual Fund Representatives
Francis holds a BAA in personal finance and a certification as a financial planner and joined the team in 2021. Not only has he been with a financial services firm since 2018, he has also served in the Canadian Armed Forces for over 10 years. Finance has always interested him. Like a good analyst, he knows how to listen to his clients to advise them individually. He is appreciated by all for his approachability, pedagogical skills and extensive knowledge in the different areas of finance. With Francis, even stepping out of your comfort zone is easy!
Francis Bertrand - Finance TI360
Francis Bertrand - Finance TI360
Francisco Bertrand
Financial PlannersFinancial AdvisorsInsurance and Pension Group RepresentativesMutual Fund Representatives
Francis holds a BAA in personal finance and a certification as a financial planner and joined the team in 2021. Not only has he been with a financial services firm since 2018, he has also served in the Canadian Armed Forces for over 10 years. Finance has always interested him. Like a good analyst, he knows how to listen to his clients to advise them individually. He is appreciated by all for his approachability, pedagogical skills and extensive knowledge in the different areas of finance. With Francis, even stepping out of your comfort zone is easy!
Email address
f.bertrand@financesti360.com
Alexander Bosquain
financial advisor
As a former professional athlete, Alexandre has the discipline to help his clients achieve their financial goals. With a personal insurance license, his mission is to analyze the protection needs of each client. Alexandre has lived in Quebec for two years and is French by birth, which allows him to advise newcomers to the country.
Alexandre Bosquain - Finance TI360
Alexandre Bosquain - Finance TI360
Alexander Bosquain
financial advisor
As a former professional athlete, Alexandre has the discipline to help his clients achieve their financial goals. With a personal insurance license, his mission is to analyze the protection needs of each client. Alexandre has lived in Quebec for two years and is French by birth, which allows him to advise newcomers to the country.
Email address
a.bosquain@financesti360.com
Karl Potwin
Financial advisers, insurance and group pension representatives, mutual fund representatives
Charles Potvin - TI360 Finance
Charles Potvin - TI360 Finance
Karl Potwin
Financial advisers, insurance and group pension representatives, mutual fund representatives
Email address
c.potvin@financesti360.com
Ich René Trépanier
Director of Data Protection
I René Trépanier - Finance TI3
I René Trépanier - Finance TI3
Ich René Trépanier
Director of Data Protection
Email address
r.trepanier@rgpinv.com