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About

Doing your financial planning has never been so simple.

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Multidisciplinary team

Multidisciplinary team

Leave your financial cares behind with our team of specialists who leverage their expertise to make IT360 Financial an industry leader. Benefit from the skills brought by each member of our team and from our guidance throughout your wealth planning process.

Participative approach

Participative approach

Thanks to our close and strong relationships with clients and partners, we can offer solutions tailored to your specific needs. IT360 Financial’s comprehensive vision means that our clients have access to innovative strategies.

Dynamic learning

Dynamic learning

Benefit from the expertise of our various associates and partners to discover tools that can help you manage your personal and professional finances.

Services

Take charge of your finances!

Whether you’re just starting out or nearing retirement, make the most of the full range of services we offer through our partnerships with industry experts. They make their expertise available so that you can gain all the benefits of being an independent consultant.

Financial planning

Organize your financial life, both personal and corporate.

We can help you develop your best financial plan through a free, in-depth assessment by one of our advisors.

  • Tax optimization: we’ll help you identify your best options: compensation type, income splitting, etc.
  • Set up beneficial tax strategies appropriate for your needs
  • Personal, family and corporate financial security
  • Retirement planning
  • Analysis of investment solutions

Incorporation service*

Whether your business is already up and running or just starting out, use our incorporation service to put your company on the right legal footing.

  • Prepare incorporation documents and file them with the Registraire des entreprises (Quebec chartered corporations)
  • Set up your company’s minute book
  • Establish the appropriate share capital to confirm your tax status as an independent consultant

*Incorporation services provided by Gestion corporative Saint-Paul, with the fees absorbed by IT360 Financial Inc. Some conditions apply.

Accounting service*

Optimize your time with efficient accounting management.

We can meet your specific accounting and bookkeeping needs. This turnkey solution is provided by a certified CPA firm.

  • GST/PST registration
  • Annual financial statements
  • Corporate tax returns
  • Bookkeeping
  • Annual resolution (minute book)
*Accounting services provided by Lacharité McComber Kuczynski.

Disability insurance

Have you considered disability insurance coverage?

Don’t wait until an accident or illness prevents you from doing your job. Safeguard your standard of living and that of your family with disability insurance provided through RBC Insurance:

  • Regardless of your medical condition (some conditions apply)
  • Individual, irrevocable coverage
  • Guaranteed to age 65
Are you an IT freelancer? Get a 25% discount with our partner RBC Insurance

Insurance for professional services*

Choose the most comprehensive coverage available and enjoy peace of mind with a program designed especially for you. Our partners PROLINK Insurance Inc. and NACCB have developed a customizable solution for self-employed workers that includes both professional liability (E&O) insurance and general liability insurance.

*Professional liability insurance program for self-employed workers provided by PROLINK Insurance Inc. and NACCB.

Payroll service*

We can help manage your company payroll.

Simplify your life by entrusting your payroll management to Employer D Payroll, a partner of our firm. This turnkey solution includes all regulatory matters, required updates and new features.

*Payroll management services provided by Desjardins Business.

Mortgage service

For a purchase, pre-authorization, refinancing, renovation or even a renewal, let a trusted mortgage broker guide you. He has the skill to evaluate the best offers within the context of your specific situation.

*Mortgage services provided by Martin Côté, Mortgage Broker with Consortium.

Testimonials

Your experience with us

For more than ten years now, we have been helping independent consultants optimize their finances by providing them with a comprehensive and integrated range of services. Why wait? You could be our next satisfied customer!

«Éric and his team were highly professional and always available to help me. When I was setting up my company, Éric gave me a lot of good advice and made recommendations about the best products for me. He’s an expert at helping others grasp the complex workings of the market and financial products so that even someone without a great deal of financial knowledge can understand.»

- Sergio Quiroz, M. Sc., Information Security Advisor, Hydro-Québec

«Like many IT consultants, I basically ignored the whole issue of financial planning for a good many years. Luckily, Éric arrived with his team of professionals (lawyers, accountants, tax experts, etc.) and helped me get my finances sorted out on several levels (both personal and business finances). Éric and his team are outstanding professionals. They listened to what we needed and clearly explained the things that seemed really complicated to us. I strongly recommend the services of Éric Chevrette and the entire IT360 Financial team if you want to simplify and optimize your finances. My thanks to everyone on the team!»

- André Dubé, Independent IT Consultant

Team

A committed team, ready to propel your finances.

Sam Cellini

Financial security and group saving advisor (Ontario and Quebec)

For nearly 18 years, Sam has been a trusted partner in helping his clients achieve financial success. With a certification in Information Technology Management, as well as a financial advisor designation, Sam has the comprehensive expertise to recommend personalized protection and savings strategies for independent consultants. His primary mission is to build trust and confidence in order to understand the needs and preferences of each of his clients.

Sam Cellini - Finances TI360

Me René Trépanier

Personal Information Protection Officer

Me René Trépanier - Finances TI360

Éric Chevrette

B.A.A. President and Founder, Financial Security and Investment Advisor

With a B.A.A., Eric began his career as a financial advisor in 2009. His experience as a general manager of a family-owned pulp and paper company prompted him to found his own firm in 2012. Since then, this passionate visionary has surrounded himself with strategic business partners allowing him to build a specialized service offer for independent consultants. A member of the NACCB for several years, the IT360 Financial program is offered in Quebec, Ontario and British Columbia. Eric is working hard to make it available across Canada.

Éric Chevrette - Finances TI360

Karine Bélanger

Director of Organizational Development

Since 2016, Karine has been the focal point of IT360 Financial. Her role has evolved over the years to meet the firm’s growing needs. Today, she ensures the continuity of the company’s development by recruiting resources while coordinating the marketing component and the efficiency of the operational procedures in place. Always in a spirit of professional development, Karine will obtain a certification in executive skills and leadership to solidify the skills she has acquired. Would you like to be part of the IT360 Financial team?

Karine Bélanger - Finances TI360

Doriane Laporte

Relationship Assistant—Wealth Management (Quebec and Ontario)

With a DESS in delinquency intervention techniques, Doriane has always demonstrated a need to support others. A native of Abitibi, she took the plunge in 2018 and moved to Trois-Rivières where she completed the necessary training to obtain her financial counselling credentials. After working in this role for a while, she realized that she would rather provide administrative support to advisors with their clients. Her knowledge of the field and her desire to help people make her an outstanding assistant for our team.

Doriane Laporte - Finances TI360

Jocelyne Vézina

Financial security advisor, group savings and financial planner, AVC (Quebec)

Her 27 years of experience in financial services makes her a reference for the members of our team. From the very first meeting, clients feel confident with Jocelyne because she makes it her duty to listen and be there for each of them. Their financial health is a priority for her. In parallel to this career, Jocelyne was a member of the board of directors of the Chambre de la sécurité financière for 7 years, including 6 years as Vice President of Securities.

Jocelyne Vézina - Finances TI360

Francis Bertrand

Financial security advisor, Financial Planner, Mutual Fund Representative, and Group insurance and annuity Representative (Quebec and Ontario)

Holder of a BAA in personal finance and certification as a Financial Planner, Francis joined the team in 2021. In addition to being with a financial services firm since 2018, he has more than 10 years of services in the Canadian Armed Forces. Finance has always been of great interest to him. A fine analyst, he knows how to listen to his clients in order to give them personalized advice. He is appreciated by all for his accessibility, his teaching skills, and his extensive knowledge in the various areas of finances. With Francis, even stepping out of your comfort zone is comfortable!

Francis Bertrand - Finances TI360

Alexandre Bosquain

Customer Service Advisor (Quebec)

A former professional athlete, Alexandre has the necessary discipline to help his clients reach their financial goals. With a personal insurance license, he makes it his duty to analyze the protection needs of each client. Alexandre has been living in Quebec for two years and is a native of France, which allows him to advise newcomers to the country.

Alexandre Bosquain - Finances TI360

Noémie Auvray

Financial security and group saving advisor (Quebec)

Originally from France, Noémie holds a master’s degree in finance and insurance, a field in which she has over 10 years of experience. Having arrived in Quebec in December 2020, her knowledge of French taxation makes her an invaluable resource for IT360 Financial immigrant clients. Thanks to her academic background and her constant desire to evolve, Noémie never stops pushing the structural limits of our more conventional business field. Her motivation is an inspiration to her colleagues.

Noémie Auvray - Finances TI360