YOU DREAM, WE PLAN!
How it all Started
Founded by Gaëtan Policard in 2016, Dream Cap Financial began as a sub-consulting business for other firms. In 2020, we transitioned into an independent financial advisory firm, serving clients globally. We specialize in personal finance and are dedicated to helping you build a strong financial foundation to achieve both your short-term and long-term goals. Our comprehensive approach includes a full 360-degree review of your investments, cash flow, insurance needs, and more, while considering estate planning and tax implications. Together, we’ll implement a strategy designed to help you and future generations thrive.
Our Approach in InvestmentWe develop a holistic investment plan for growing and protecting wealth. Our success relies on strong relationships we build with our clients where communication thrives and expectations get met. We develop a holistic investment plan for growing and protecting wealth. Our success relies on strong relationships we build with our clients where communication thrives and expectations get met.
How it all Started
Founded by Gaëtan Policard in 2016, Dream Cap Financial began as a sub-consulting business for other firms. In 2020, we transitioned into an independent financial advisory firm, serving clients globally. We specialize in personal finance and are dedicated to helping you build a strong financial foundation to achieve both your short-term and long-term goals. Our comprehensive approach includes a full 360-degree review of your investments, cash flow, insurance needs, and more, while considering estate planning and tax implications. Together, we’ll implement a strategy designed to help you and future generations thrive.
We develop a holistic investment plan for growing and protecting wealth. Our success relies on strong relationships we build with our clients where communication thrives and expectations get met. We develop a holistic investment plan for growing and protecting wealth. Our success relies on strong relationships we build with our clients where communication thrives and expectations get met.
Leaders in Investment Technology
Leaders in Investment Technology
We use knowledge, experience and technology to smarter financial decisions. Our innovative tools and resources simplify financial planning, offering personalized insights, automated tracking, and data-driven strategies. Whether you're saving for retirement, managing investments, or planning for life goals, we make it easy to stay on top of your finances and achieve peace of mind.
