Independent financial advice in Vancouver, in English and French
My name is Julien Pellegrain. I'm French, and I lived in New York, Australia and Portugal before settling in Vancouver in 2022. With each move, I felt that nobody really knew both countries at once, unless you paid a tax lawyer or an accounting firm a great deal.
What I offer today is what I was missing then: one person who looks at your whole situation, on both sides, and leaves you with a written plan to follow at your own pace. I sell no products and take no commissions; the fee is fixed, reasonable and agreed in advance.
Where I have lived
- France
- New York
- Australia
- Portugalten years
- Vancouversince 2022
Who I work with
People living in Canada
You want to know what you really own, whether your accounts are well used and what you pay in fees.
Personal finance, from CAD 400Newcomers from Europe
You still have savings, an insurance policy or a property back home, and you are discovering Canadian accounts.
Moving to Canada, CAD 1,150Canadians retiring in Europe
Before leaving, you want to know what will happen to your RRSP, your pensions and your home in Canada.
Retiring in Europe, CAD 1,550Launch prices for bookings made before June 30, 2027.
How I work
Imagine a check-up with a doctor who charges you nothing, but sends you to the pharmacy for expensive medication on which he earns a commission. You would wonder whether you really need it. Much financial advice works this way: it seems free, and is paid for through commissions on the products you buy. I prefer the opposite: you pay for the advice, not for the investment.
For tax and legal matters, I work alongside your accountant, notary or lawyer; I explain how in the guide on the role of an independent financial planner.
Three things I wish I had known before moving
Further reading
Getting in touch
The simplest way is to describe your situation in a few lines using the contact form. I read every message myself and reply within two business days, telling you which service seems right for you and what it costs. You can also write to me directly if you prefer.