Strategia
Strategia is a privately held Canadian wealth management firm founded in 2003 in Laval, Quebec, serving 200+ individual and family clients. It offers integrated investment advisory, insurance, retirement, estate, tax planning, and mortgage brokerage services via 20+ independent advisors.
- Company typePrivate
- Founded2003
- HeadquartersLaval, Canada
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Strategia does
Strategia (operating as Groupe Financier Strategia) is a privately held, independent wealth management and financial planning firm headquartered in Laval, Quebec, Canada, founded in 2003. The firm serves over 200 individual and family clients across the Greater Montreal metropolitan area and broader Quebec region, offering an integrated suite of eight service lines: investment analysis and recommendations covering RRSP, TFSA, RESP, and FHSA accounts; risk management and insurance (life, disability, critical illness); financial optimization and education; tax planning; retirement and financial independence planning; estate planning; mortgage brokerage; and general wealth management. Strategia positions itself explicitly as independent from any financial institution, leveraging this status to provide conflict-free, impartial product and strategy recommendations.
Strategia's product surface is entirely advisory-service-based, with no disclosed proprietary technology, software platform, or digital tooling. Services are delivered through a team of 20+ employees and independent advisors, including credentialed financial planners (PL. fin.), licensed financial security advisors, and a mortgage broker. Revenue is generated through three streams: recurring fees from financial advisory and wealth planning services, transaction-based commissions on insurance, investment, and mortgage product sales, and mortgage brokerage revenue via affiliated partner Intelligence Hypothécaire. Advisors are formally affiliated with licensed broker-dealer Service en Placement PEAK inc. for registered investment product distribution, and several are authorized sales agents for Épargne Placements Québec.
Strategia's go-to-market is relationship-driven and sales-led, relying on consultation appointments booked via Outlook calendar links with each advisor, supplemented by client referrals and a professional website (groupestrategia.com). The firm manages $200M+ in assets under management with 200+ active clients and reports an average client relationship tenure exceeding 15 years. Strategia holds no external institutional or private equity investment, is privately held without a parent company, and operates from a single headquarters location. Recognition includes continuous membership in the Peak Inc. Excellence Club since 2008 and a 2012 Prix de la Relève award from the Chambre de la Sécurité Financière to president Éric Charbonneau, who has led the firm since 2007.
Strategia firmographics
Firmographics- Name
- Strategia
- Legal name
- Groupe Financier Strategia
- Website
- https://groupestrategia.com
- Company type
- Private
- Founded year
- 2003
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Strategia is a privately held Canadian wealth management firm founded in 2003 in Laval, Quebec, serving 200+ individual and family clients. It offers integrated investment advisory, insurance, retirement, estate, tax planning, and mortgage brokerage services via 20+ independent advisors.
- Ownership category
- akta.pro rank
Strategia industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Digital/Hybrid Robo-Wealth & Retirement Advisory (FSAEABAK)
- akta.pro secondary industry
- Financial Coaching & Budgeting Advisory (FSAEAAAH)
Keywords
Where Strategia is headquartered
LocationHeadquarters
- HQ city
- Laval
- HQ country
- Canada
- HQ region
- North America
Offices1 record
Markets served
Strategia business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Financial Advisory and Planning Fees: Revenue generated from providing financial planning, investment advisory, and wealth management services. Advisors are independent and affiliated with licensed broker-dealers.
- Product Commissions: Commissions from sale of financial products including insurance (life, disability, critical illness), investment products (RRSP, TFSA, etc.), and mortgage brokerage services through partner firms.
- Mortgage Brokerage: Revenue from mortgage brokerage services through affiliated partner Intelligence Hypothécaire.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Pay-as-you-go | Personalized advisory services |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels4 records
Strategia product offering
Product offeringCore offering
Strategia (Groupe Financier Strategia) is an independent Canadian wealth management firm that delivers personalized financial planning, investment advisory, insurance, retirement, tax, estate, and mortgage brokerage services to individual clients and families. Operating independently from any financial institution, Strategia provides impartial product recommendations through a network of 20+ independent financial security advisors affiliated with licensed broker-dealers, managing $200M+ in client assets across Quebec.
Product overview
Strategia offers a comprehensive suite of integrated financial and wealth management services as a single unified offering. The portfolio spans eight core service areas: investment analysis and recommendations (RRSP, TFSA, RESP, FHSAs), risk management and insurance (life, disability, critical illness, group), financial optimization and education, tax planning, retirement planning, estate planning, mortgage brokerage, and general wealth management. Operating independently from any financial institution, Strategia positions itself as an impartial advisor that can recommend products and services based solely on client needs.
Differentiator
Problem solved
Functional benefit
Products and services
- Investment Analysis and Recommendations
- Risk Management and Insurance
- Financial Optimization and Education
- Tax Planning
- Retirement Planning and Financial Independence
- Estate Planning and Legal Advisory
- Mortgage Brokerage
- Wealth Management
Quantifiable outcome
- $200M+ in assets under management
- +2 more outcomes
Companies that use Strategia
Customer profileNamed customers6 records
Segments4 records
Ideal customer profiles1 record
Strategia technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Strategia partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Intelligence HypothécairecorePartnership since 2015 for mortgage brokerage services. Eric Charbonneau is affiliated with Intelligence Hypothécaire as a mortgage broker, offering mortgage purchase, refinancing, and insurance services to Strategia clients.
Scale indicators4 records
Recent moves9 records
Expansion highlights4 records
Strategia competitors and assessment
Company assessmentBroad incumbents
- National Bank Financial: Wealth advisory arm of National Bank of Canada, with strong presence in Quebec offering investment advisory, financial planning, and insurance. Direct overlap with Strategia's Quebec-based individual wealth and retirement planning services, though embedded in a bank-owned platform.
- IG Wealth Management (IGM Financial): One of Canada's largest wealth management firms serving individual investors with advice, financial planning, and investment products. Highly comparable business model and target customer (Canadian individuals/families), though at far greater scale and as part of the IGM/Power Corporation platform.
- Manulife Wealth & Insurance (Canada): Major Canadian provider of wealth management, group retirement, and insurance products to individuals and groups. Comparable product breadth (investment + insurance + retirement) and individual-wealth target market.
- Fidelity Canada: Canadian arm of Fidelity offering investment products, wealth advisory, and registered accounts (RRSP, TFSA, RESP). Overlaps with Strategia's investment advisory and registered account services.
- BMO Wealth Management: Wealth management division of Bank of Montreal offering investment advisory, financial planning, estate, and insurance services. Comparable full-stack wealth offering, though at much larger scale and via a bank-owned channel.
- Desjardins Wealth: Cooperative wealth management arm of Mouvement Desjardins, dominant in Quebec with investment, insurance, and financial planning services. Closest Quebec-based incumbent peer given regional overlap and similar product breadth.
Emerging players
- Wealthsimple: Canadian digital wealth manager offering low-fee robo-advisory and human-advice tiers (RRSP, TFSA, RESP). Competes with Strategia for the same individual investor wallet, especially younger and mass-affluent segments, but via a digital-first model.
Direct peers
- Raymond James Canada: Independent advisor-affiliated wealth management firm offering investment advisory, financial planning, and insurance solutions to individuals. Closely matches Strategia's independent-advisor model, affiliated-with-dealer structure, and individual-wealth focus.
- Service en Placement PEAK inc. Quebec-based independent dealer network that provides brokerage infrastructure and product access to affiliated advisors — Strategia itself is a PEAK partner since 2005. PEAK-affiliated firms share the same independent-advisor business model and target retail client.
- Edward Jones Canada: Independent financial advisor franchise model serving individual investors with personalized wealth, retirement, and insurance planning. Highly comparable to Strategia's independent-advisor distribution model and target retail/HNW client base.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Strategia social profiles
Digital presenceStrategia compliance and trust
Trust signalCompliance1 record
Strategia financial estimates
Financial estimateRevenue estimate
Valuation estimate
Strategia leadership team
Management profileNumber of profiles
Profiles12 records
Strategia funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Strategia M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Strategia
What does Strategia do?
Strategia (Groupe Financier Strategia) is an independent Canadian wealth management firm that delivers personalized financial planning, investment advisory, insurance, retirement, tax, estate, and mortgage brokerage services to individual clients and families. Operating independently from any financial institution, Strategia provides impartial product recommendations through a network of 20+ independent financial security advisors affiliated with licensed broker-dealers, managing $200M+ in client assets across Quebec.
Is Strategia a public or private company?
Strategia is a private company. It is classified as management employee owned and is currently operating.
When was Strategia founded?
Strategia was founded in 2003. It employs 11 to 50 people.
Where is Strategia based?
Strategia is headquartered in Laval, Canada, in the North America region.
How does Strategia make money?
Three revenue lines are on record. Financial Advisory and Planning Fees are the primary driver. The others are product Commissions and mortgage Brokerage.
Who are Strategia's main competitors?
Broad incumbents on record are National Bank Financial, IG Wealth Management (IGM Financial), Manulife Wealth & Insurance (Canada), Fidelity Canada, BMO Wealth Management and Desjardins Wealth. Wealthsimple is listed as an emerging player. Direct peers are Raymond James Canada, Service en Placement PEAK inc. and Edward Jones Canada.
Does Strategia have an API?
No public API is recorded for Strategia.
What industry is Strategia in?
Strategia's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAK, Digital/Hybrid Robo-Wealth & Retirement Advisory, with a secondary code of FSAEAAAH, Financial Coaching & Budgeting Advisory. Its NAICS code is 523940 and its SIC code is 6282.