Areas We Serve
Achievers Financial is based in Montreal and works with families, professionals, and business owners across the Montreal area on coordinated financial planning.
Achievers Financial's office is located at 2175 Blvd. De Maisonneuve Ouest, Montreal, Quebec H3H 1L5, in the Ville-Marie borough near the Atwater metro station. From there, advisor Robbie Bhansal works with clients across a range of communities in and around Montreal, whether that means meeting in person at the office or working together remotely.
"Local" does not mean a separate office in every neighbourhood. It means understanding how people in different parts of the city actually live and work, and building financial plans that reflect that reality, whether the starting point is a young family in Notre-Dame-de-Grace, a business owner in Westmount, or a professional renting a new condo in Griffintown.
Financial planning built around how Montreal actually lives and works
Montreal is not one uniform market. A business owner in Westmount is thinking about retained earnings and shareholder agreements. A young family in Notre-Dame-de-Grace is weighing life insurance against RESP contributions. A freelancer in the Plateau-Mont-Royal is trying to build a first RRSP without an employer plan behind them. A professional in a new Griffintown condo is figuring out how an FHSA fits alongside other savings goals. Someone working in the downtown core is often managing a demanding income with more moving parts than a single paycheque.
Each of those situations calls for a slightly different starting point, even though the underlying planning process, understanding real numbers, finding the gaps, building a strategy, and reviewing it as life changes, stays the same. Achievers Financial works across families, professionals, and business owners because financial decisions rarely stay in one lane: personal income protection affects a family, a family's goals affect retirement timing, and a business owner's corporate decisions affect their personal plan.
What we help coordinate, wherever you are in the Montreal area
Regardless of neighbourhood, the services people ask about tend to fall into a few consistent categories. Protection covers life, disability, critical illness, and health insurance, the coverage that answers what happens if income or health is interrupted. Investing covers RRSP, TFSA, FHSA, RESP, GIC and GIA, and non-registered accounts, the tools used to build savings toward specific goals. Retirement and legacy planning covers retirement income strategy, estate planning coordination, will planning coordination, and beneficiary planning. And for incorporated business owners, corporate financial planning, corporate tax strategies, retained earnings strategy, key person insurance, and shareholder planning connect business decisions to a personal plan.
Every area page below highlights the services most relevant to that specific community, based on who tends to live and work there, rather than listing the entire catalog on every page.
Communities we currently serve
Five Montreal-area communities where we regularly work with clients today. This list will grow as the practice does.
Achievers Financial is based in the Ville-Marie borough, in the heart of Downtown Montreal. We work with the professionals, business owners, and residents who live and work in the core on coordinated protection, investment, and retirement planning.
Montreal, QuebecWestmountWestmount is one of Montreal's most established residential communities, home to many business owners, executives, and professionals. Achievers Financial helps Westmount clients coordinate protection, investments, retirement, and estate planning under one strategy.
Montreal, QuebecNotre-Dame-de-GraceNDG is one of Montreal's largest and most family-oriented residential neighbourhoods. Achievers Financial helps NDG families and professionals coordinate income protection, education savings, and retirement planning.
Montreal, QuebecGriffintownGriffintown is one of Montreal's fastest-growing residential neighbourhoods, home to many young professionals and entrepreneurs. Achievers Financial helps Griffintown clients build a coordinated protection, investment, and retirement plan from the ground up.
Montreal, QuebecPlateau-Mont-RoyalThe Plateau-Mont-Royal is one of Montreal's most densely populated and culturally distinct neighbourhoods, home to a mix of young professionals, freelancers, and growing families. Achievers Financial helps Plateau residents build coordinated protection, investment, and retirement plans.
Town of Mount Royal, QuebecTown of Mount RoyalThe Town of Mount Royal is a separately incorporated, planned residential community on the island of Montreal, with one of the highest concentrations of university-educated, high-income households in the region. Achievers Financial helps TMR households coordinate retirement income, corporate structure, and estate planning.
Montreal, QuebecOutremontOutremont is Montreal's smallest borough by area and one of its most affluent, home to a mix of long-established families, academics, and professionals connected to the borough's universities and institutions. Achievers Financial helps Outremont households coordinate investment, retirement, and corporate planning.
Montreal, QuebecVerdunVerdun is a waterfront borough on the Green Line, one of Montreal's most actively revitalizing neighbourhoods, with a younger, largely renting population alongside longtime residents. Achievers Financial helps Verdun residents build coordinated protection, investment, and retirement plans.
Find Achievers Financial
Achievers Financial is physically located in the Ville-Marie borough of Montreal, near the Atwater metro station.
Achievers Financial
2175 Blvd. De Maisonneuve Ouest, Montreal, Quebec H3H 1L5
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