Financial Planning Services

Investment Management & Retirement Planning | Insurance & Estate Planning

We work with clients who value a comprehensive financial services approach with the aim to create, preserve, grow, and efficiently transfer wealth across generations while aligning financial strategies with personal values and long-term goals.

Schedule your free virtual initial financial needs assessment

Oroc Wealth Management Inc.

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2000 McGill College, suite 600, Montreal, QC H3A 3H3