Financial Services in Montreal · Serving All of Canada
Helping Montreal families, professionals, and business owners build wealth, protect income, and retire with confidence — with personalized planning that fits your real life.
How We Help
Simple, straightforward, and personalized to your life.
Build long-term wealth with a strategy aligned to your goals.
Protect your family, your income, and your business — at every stage of life.
Create a retirement strategy with clarity and confidence.
Group benefits and planning for incorporated professionals and growing companies.
Our Story
Financial planning should be personal. It should feel like a conversation, not a sales pitch. And it should be built around your story — not a template.
At Torre, we look at your complete financial picture — not just individual products. From your first job to your retirement, from protecting your family to growing your business — we walk with you through every chapter of your financial life.
As a family-led firm in the heart of Montreal, we combine multi-generational expertise with a modern, relationship-driven approach. Felice has spent decades shaping the next generation of financial planners. Samantha brings a fresh, education-first perspective. Together, we offer something most firms can't — depth of experience and a deeply human approach.
With over three decades of leadership in Canadian financial services, Felice is a recognized expert in insurance planning, retirement and estate strategy, corporate financial structures, and investment portfolios. As both an F.Pl. and CLU, he holds two of the most respected designations in the industry.
Beyond his client work, Felice has spent years teaching and mentoring the next generation of financial planners and has served on professional disciplinary committees — a testament to his deep ethical commitment and industry standing.
Samantha brings a powerful combination of analytical thinking and a genuinely human approach to financial planning. With a background in mathematics and education, she translates complex financial concepts into clear, accessible guidance that empowers clients to make confident decisions about their future.
Passionate about financial literacy and client communication, Samantha is committed to making every client — regardless of their background or financial experience — feel informed, valued, and understood.
Our Services
Three core pillars — insurance, group benefits, and investments — delivered as a unified, personalized strategy built around your life and your goals.
Protecting your income, your loved ones, and the life you've built.
Customized insurance strategies designed around your specific stage of life — whether you're starting a family, scaling a business, or planning for the long term.
Building long-term wealth through personalized, holistic planning.
We look at your complete financial picture before building a strategy designed to grow and protect your wealth through every stage of life — from your first RRSP to a comfortable retirement.
Helping businesses attract top talent through customized benefit solutions.
Comprehensive group plans for small businesses, growing companies, and established corporations — designed to improve retention and support a healthy, motivated team.
Why Torre
Eight reasons clients choose Torre — and stay with us for life.
Four decades of expertise in insurance, investments, and corporate planning — guiding clients through every economic cycle.
We aren't tied to any single insurer or investment firm. Our only loyalty is to you — and finding the right solution for your life.
We look at your complete financial picture — not just individual products. Every strategy is built around your life, your goals, your story.
No jargon. No pressure. We take the time to explain every option so you feel informed, confident, and in control of your finances.
We walk alongside you as your life evolves. We're not here for the transaction — we're here for the journey, decade after decade.
Serving clients comfortably in English, French, and Italian — because finance shouldn't be lost in translation.
From a young family's first RRSP to complex corporate succession planning — we serve the full spectrum of financial needs.
When you call, we answer. When life changes, we adapt. Real human support, every step of the way.
Who We Serve
From sophisticated corporate structures to personal wealth strategies, from young professionals to established business owners — Torre delivers the same depth of expertise to every client, at every level.
Sophisticated insurance structures, corporate investment strategies, and succession planning built for the complexity of running a company. From key-person coverage to buy-sell agreements, we protect what you've built and position you for what's next.
Doctors, lawyers, accountants, executives, and incorporated professionals trust us with the most complex aspects of their financial lives — from tax-efficient wealth strategies to multi-generational estate planning that preserves what you've worked decades to build.
Whether you're protecting a growing family, building a portfolio, or preparing for retirement — we design personal plans that evolve with your life and adapt to every milestone along the way.
From boutique firms to growing corporations, we design group benefit plans that attract top talent, support employee well-being, and reflect the culture of your organization — at any scale.
Our Process
Four straightforward steps from first conversation to your personalized plan.
A relaxed 30-minute conversation to understand your goals and answer your questions.
We look at your complete picture — income, family, business, future plans.
A custom plan built around your life, presented in plain language you can act on.
We're here as your life evolves. Real humans, real answers — whenever you need us.
Book Now
A free, no-obligation conversation with Felice or Samantha. No jargon. No pressure. Just real, honest guidance for your financial future.
30 minutes. Phone, video, or in person — whatever's easiest.
Completely free. No fees, no commitment, no sales pressure.
Bilingual. We meet you in English, French, or Italian.
Or email us: info@torrefinancial.ca
Whether you're protecting your family, growing your business, or preparing for retirement — Torre Financial is here to guide you every step of the way.
Book a Free Consultation Send Us a MessageContact Us
Reach out with any questions or to start a conversation. We respond promptly and always in your preferred language.