OUR MISSION
Alpha Distinction was created with a deep conviction on the part of the founder: to help others improve their financial situation and that of those around them.
Since our foundation, our main objective has remained constant: to provide the tools and knowledge necessary to enable everyone to achieve financial and personal success.
RIGOR AND COMMITMENT
Constant determination and dedication to
our valued customers.
INDEPENDENCE AND QUALITY
Freedom of product choice and high standards
ETHICS AND TRANSPARENCY
Ethical principles and open communication
with our customers
OUR MISSION
Alpha Distinction was created with a deep conviction on the part of the founder: to help others improve their financial situation and that of those around them.
Since our foundation, our main objective has remained constant: to provide the tools and knowledge necessary to enable everyone to achieve financial and personal success.
We’re committed to helping you achieve your goals, and to giving you the peace of mind you deserve.
Achieving these goals is our responsibility, supporting you is our duty, and we consider it essential to demonstrate this at every stage of our collaboration.
RIGOR AND COMMITMENT
Constant determination and dedication to
our valued customers.
INDEPENDENCE AND QUALITY
Freedom of product choice and high standards
ETHICS AND TRANSPARENCY
Ethical principles and open communication
with our customers
15
YEARS OF EXPERIENCE
+50
OF PARTNERS
TRUST US
Multidisciplinary services,
one address
Our priority is to inform and guide you throughout your journey with us.
We believe that education is essential to making informed decisions.
That’s why we’re committed to providing you with comprehensive educational resources, training and advice.
Our aim is to help you understand the issues and options available to you, so that you can make informed decisions and achieve the best possible results.
Process steps
1
INITIAL CONTACT
Establishing initial contact and planning the first meeting to lay the foundations for the relationship.
2
Discovering needs and objectives
In-depth understanding of the client’s financial needs, investment objectives and investor profile.
3
Financial situation analysis
Detailed assessment of the customer’s assets, liabilities, investments, insurance and cash flows.
4
Presentation of recommendations
Personalized recommendations based on analysis, including tax strategies, a wealth management plan and investment suggestions.
5
Drawing up a financial plan
Collaboration with the customer to create a detailed financial plan, including specific recommendations, implementation steps and follow-up.
6
implementation and follow-up
Assistance in setting up the financial plan, with regular follow-up to adjust the plan according to the customer’s needs and objectives.
Process steps
1
2
3
INITIAL CONTACT
Establishing initial contact and planning the first meeting to lay the foundations for the relationship.
Discovering needs and objectives
In-depth understanding of the client’s financial needs, investment objectives and investor profile.
Financial situation analysis
Detailed assessment of the customer’s assets, liabilities, investments, insurance and cash flows.
4
5
6
Presentation of recommendations
Personalized recommendations based on analysis, including tax strategies, a wealth management plan and investment suggestions.
Drawing up a financial plan
Collaboration with the customer to create a detailed financial plan, including specific recommendations, implementation steps and follow-up.
implementation and follow-up
Assistance in setting up the financial plan, with regular follow-up to adjust the plan according to the customer’s needs and objectives.
YEARS OF EXISTENCE
Founded in 2015 and from the outset, the ultimate goal has unquestionably been to offer the tools and knowledge so that others can achieve financial and life success.
EXPERTS
A dedicated and passionate team with over 100 years’ experience.
Who we are
Alpha Distinction is a firm specializing in life and health insurance, made up of several financial security advisors who are also investment advisors affiliated with the securities firm Worldsource, for investments in securities.
What’s more, all our advisors exceed the basic academic requirements required by regulations.
Our team is made up of expert partners and experienced professionals aged 30 to 65.
We are proud to work with chartered accountants (CPAs), lawyers, tax specialists, notaries, appraisers and brokers specializing in various fields.
All these specialists are attuned to our customers’ specific needs and respond effectively to their requests, adopting Alpha Distinction’s distinctive approach.
This consultative approach focuses on clarifying your financial vision. We orchestrate your financial ecosystem to realize your goals and vision.
Our three fundamental pillars – rigor and commitment, independence and quality, ethics and transparency – are intrinsically linked.
Transparency is essential for our customers, while our independence enables us to offer the best products and services available on the market.
Finally, our commitment to our customers is underpinned by a well-defined process, designed to respond distinctively to their situation.
Our services
Insurance
We take a serious approach to your financial security, putting wealth protection and wealth creation first.
Wealth management
We help you to understand, protect and optimize your wealth to achieve your various financial goals, whatever their nature.
Asset protection
We offer specialized advice on securing and optimizing your assets for tax purposes, by setting up appropriate protection structures.
Investment strategies
Our distinctive approach focuses on wealth-building advice, exploring tailored strategies for various portfolios, with the aim of multiplying your wealth.
Business advice
We’re here to guide and optimize your entrepreneurial success with specialized advice and a team of experts dedicated to every aspect of your journey.
Tax optimization
We make taxation a priority to optimize the performance of your investments and income, by carefully examining your structure and working with our team of experts.
