About Us: Your Partners in Prosperity

Rooted in Montreal, focused on your future. Everbloom Financial was founded on the belief that everyone deserves clear, unbiased financial guidance. We are dedicated to empowering our community through education and personalized strategies, fostering lasting financial well-being for individuals and families across the city and beyond.

Our Mission

To empower individuals and families with the financial knowledge and strategies needed to achieve lasting well-being and live their best lives.

Core Values

Education

We believe knowledge is power. We are passionately committed to financial literacy for all.

Integrity

Your best interest is our only interest. We provide unbiased, transparent advice as fiduciaries.

Partnership

We work with you, as your dedicated partner, building long-term relationships for enduring success.

Community

We are proud to serve and support our Montreal community, fostering local financial strength.

Meet Our Expert Team

Élodie Dubois, CFP®

Founder & Lead Financial Planner

Élodie founded Everbloom Financial with a vision to make sophisticated financial planning accessible. Her passion stems from seeing clients achieve their dreams, guided by clear, actionable strategies. A lifelong Montrealer, she understands the local landscape deeply.

Marc Tremblay

Retirement Planning Specialist

With over 15 years in financial services, Marc excels at crafting robust retirement plans. He finds immense satisfaction in helping clients navigate the complexities of long-term savings and truly enjoy their golden years.

Sarah Chen, CFA

Investment Analyst

Sarah brings a sharp analytical mind to portfolio construction and risk management. Her data-driven insights ensure clients' investments are aligned with their goals, adapting seamlessly to market dynamics.

Our Story: From a Simple Idea to a Growing Community

Everbloom Financial began in 2018, born from Élodie Dubois's conviction that financial guidance should be less about sales and more about empowerment. Frustrated by the impersonal nature of large institutions, she envisioned a local firm deeply embedded in the Montreal community, where advice is personalized, transparent, and always in the client's best interest. The name 'Everbloom' reflects our core philosophy: like a carefully nurtured garden, financial well-being requires consistent care, allowing wealth to grow and flourish sustainably over time.

From our humble beginnings, we quickly recognized the diverse needs of Montrealers. This led to the launch of our 'New Canadians' program in 2020, offering specialized educational resources to help newcomers navigate the Canadian financial system. Our commitment to the local community remains unwavering, extending beyond our office at 1180 Rue Sainte-Catherine Ouest to active participation in local initiatives aimed at promoting financial literacy for all.

Let's Start Your Financial Journey

We invite you to have a conversation with us. See if our thoughtful, client-first approach is the right fit for your aspirations. Building a secure financial future begins with a single step – let's take it together.

Schedule a Meeting with Our Team