Business Details
14 Years
experience
Your Trusted Partner for Financial Freedom Solutions
Bisaillon Asset Management was founded in 2012 with a mission to help clients achieve financial freedom through personalized financial planning and investment management. Our approach combines 20+ years of industry experience with a commitment to integrity, client-centered service, and community engagement. We specialize in crafting tailored solutions for retirement planning, tax optimization, estate strategies, and portfolio management, ensuring clients can confidently pursue their life goals.Our team of certified professionals prioritizes transparency, ethical practices, and continuous adaptation to market trends. By investing in the same funds as our clients, we align our success with theirs. Active in local and global charitable initiatives, we believe financial stewardship extends beyond individual portfolios to positively impact communities.
Services
Financial Planning
Retirement Planning
Tax Planning
Estate Planning
Portfolio Analysis
Insurance Analysis
Online Portfolio Access
Mutual Funds
Exchange Traded Funds
Annuities
Details
- Year established: 2012
Highlights and features
- We have over 20 years of experience in financial planning and portfolio management.
- Our team consists of certified experts with specialized knowledge in retirement and tax strategies.
- We provide data-driven, personalized financial solutions tailored to client goals.
- Our clients consistently report high satisfaction with our transparent and ethical approach.
- We actively evolve with market trends to deliver modern, effective investment strategies.
Associations and certifications
- Certified Financial Planner (CFP)
- Canadian Investment Manager (CIM)
What people say
Sincere, honest, community-minded
Knowledgeable and up-to-date
Achieved our retirement travel goals
Personalized service with integrity
20+ years of proven expertise
Services
Financial Planning
Our financial planning service creates customized roadmaps to help clients achieve life goals through strategic asset management. We analyze income, expenses, and risk tolerance to build actionable plans that ensure long-term security. Clients benefit from ongoing adjustments aligned with evolving market conditions and personal circumstances.
Retirement Planning
We design retirement plans that guarantee financial stability during post-career years. By projecting future cash flows and optimizing savings vehicles like RRSPs and annuities, we ensure clients maintain their desired lifestyle. Our approach includes tax-efficient withdrawal strategies and risk management tailored to individual timelines.
Tax Planning
Our tax planning service minimizes liabilities through strategic investment choices and account structuring. We leverage TFSA, RRSP, and corporate-class fund benefits while ensuring compliance with evolving tax regulations. Clients receive proactive advice on capital gains management and estate tax implications.
Estate Planning
We develop comprehensive estate plans to preserve family wealth and facilitate smooth asset distribution. Services include will creation, trust establishment, and probate minimization strategies. Our solutions address intergenerational transfers, charitable giving, and business succession planning with legal and tax efficiency.
Portfolio Analysis
Our portfolio analysis evaluates investment performance against financial objectives. We assess diversification, risk exposure, and fee structures to optimize returns. Clients receive detailed reports with rebalancing recommendations and market trend insights to maintain alignment with their financial goals.
People
Raymond Bisaillon
Founder, CFP, CIM
With 20+ years in portfolio management, Raymond founded Bisaillon Asset Management in 2012. He specializes in private client services and community development, serving on the Sudbury Community Foundation. His expertise spans retirement strategies and ethical investing.
Alisha Jorgensen
President of Operations
A founding member since 2012, Alisha oversees tax and administrative operations with 20+ years of financial experience. She manages client relations and compliance, ensuring seamless service delivery for high-net-worth individuals and families.
Rod Riccio
Certified Financial Planner
Rod brings 20+ years of portfolio management experience from institutions like CIBC and Scotia Private Wealth. He focuses on retirement income strategies and serves on the Caruso Club board, combining technical expertise with community leadership.
Michel Julien
Certified Financial Planner
Michel specializes in retirement planning and cash flow projections with 15+ years in portfolio management. He develops personalized strategies for pre-retirees and retirees, emphasizing sustainable income streams and tax-efficient distributions.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning including retirement, tax, estate, and portfolio management strategies tailored to individual client goals.
How do you approach retirement planning?
Our retirement planning focuses on creating sustainable income streams through customized RRSP, annuity, and withdrawal strategies aligned with your lifestyle goals.
Are your investment strategies tax-efficient?
Yes, we optimize tax efficiency using TFSA, RRSP, and corporate-class funds while minimizing capital gains liabilities for long-term savings.
How can I access my investment portfolio?
Clients receive secure online access to real-time portfolio data, including mutual funds, ETFs, and GICs, with 24/7 monitoring capabilities.
Do you support community initiatives?
We actively contribute to the Compassionate Community Fund, Rwanda School Project, and SWAM Canada through our Giving Back program.
