Levizio Technologies Levizio Technologies
Services & infrastructure pour cabinets financiers
⬥ Portail dédié — VIP Gestion de Patrimoine & Investissements Inc.

Your entire practice. One invoice.

Levizio Technologies runs the workspace, the technology platform and the back office for advisors — technology, office and administration together, billed and paid in one secure place.

10 000 pi²
Prestige space, Laval
11
Glass-walled private offices
1
Invoice, zero friction
Levizio Technologies

All included.
One invoice.

A 10,000 sq. ft. prestige space in the heart of Centropolis, Laval — technology, office and back office together.

  • ✓Private glass-walled office
  • ✓Complete technology platform
  • ✓Conference rooms & media studio
  • ✓Gym · lounge · cafeteria
  • ✓Admin support & back office
  • ✓Prestige Centropolis address
01 — Plans

Choose the level that fits your practice

Monthly rates. The infrastructure & services portion is tax-deductible as a business expense. All private offices are fully glass-walled.

Plateforme & services

LeViZio OS Connect

Plateforme complète pour le conseiller mobile + accès ponctuel aux locaux.
199$/ month
Entirely platform fees
  • Plateforme LeViZio OS complète (CRM)
  • Accès ponctuel aux locaux, sur invitation
  • Services à la carte : salles de conférence, studio
  • + Microsoft 365 and a personal phone number, required (see below)
Choose LeViZio OS Connect
Plateforme & services

LeViZio OS Partenaire

Coworking, salles, back-office et toute l’infrastructure partagée.
534$/ month
420 $ office administration fee + 114 $ platform fee
  • Plateforme LeViZio OS complète (CRM)
  • Coworking et bureaux volants
  • Salles de conférence et de réunion
  • Gym, studio médias, lounge, café
  • Support administratif et back-office
  • + Microsoft 365 and a personal phone number, required (see below)
Choose LeViZio OS Partenaire
Bureau fermé

LeViZio OS Élite

Votre bureau fermé privé vitré (≈ 250 pi²) + toute l’infrastructure.
1 614$/ month
1 500 $ office administration fee + 114 $ platform fee
  • Bureau fermé privé vitré
  • Toute l’infrastructure du forfait Partenaire
  • Accès prioritaire aux salles et au studio
  • Adresse prestige au Centropolis
  • + Microsoft 365 and a personal phone number, required (see below)
Choose LeViZio OS Élite
Bureau fermé — grand

LeViZio OS Élite +

Bureau fermé privé de grande superficie + toute l’infrastructure.
1 814$/ month
1 700 $ office administration fee + 114 $ platform fee
  • Bureau fermé vitré de grande superficie
  • Toute l’infrastructure du forfait Partenaire
  • Accès prioritaire aux salles et au studio
  • Adresse prestige au Centropolis
  • + Microsoft 365 and a personal phone number, required (see below)
Choose LeViZio OS Élite +
⬥
No activation fee. New subscribers get their first month of platform fees free: the discount appears on the first invoice.

Required with every plan

Microsoft 365 Business Premium + Copilot Business
  • 47,74 $ / month — one-year commitment, paid monthly
  • 572,88 $ for the year — one-year commitment, paid upfront
  • 57,29 $ / month — no commitment
Billing option of your choice, selected when you order.
Personal phone number
  • 11,95 $ / month — 350 text messages a month, and incoming calls
  • Activation: 1 $, one time only. Your number starts on the 20th.
  • Area code of your choice: 450, 579, 514, 438, 418, 581, 819, 873
  • Top-ups: outgoing calls, 100 minutes for 2 $; 100 more text messages for 2 $
⬦ One invoice. No integrations to manage, no subscriptions to coordinate, no surprises — automatic charge secured by Stripe.
⬦ Payment processing fees appear as a separate line on each invoice, unless you pay it by Interac transfer.
02 — Comparison

Levizio versus piecing it together

What an advisor would pay to rebuild an equivalent setup alone — disconnected tools, plus commercial office space.

Component to rebuild aloneTypical solutionMonthly cost
Advisor-specific CRMEquisoft/connect, Salesforce FSC100 – 225 $
Financial needs analysisConquest, Snap, NaviPlan75 – 250 $
Electronic signatureDocuSign25 – 65 $
Video conferencingZoom Pro20 $
Professional email + suiteMicrosoft 36515 – 22 $
Workflow automationZapier, Make30 – 75 $
Premium comparison toolIndividual licence0 – 50 $
Equivalent private officePrestige shared space, Laval1 200 – 2 200 $
Salles de conférence (à la pièce)Location horaire (≈ 39 $/h)150 – 400 $
Admin support / back officeAdjoint(e) partiel(le)400 – 900 $
Total « à la pièce » (fourchette réaliste)2 015 – 4 207 $
Plans with a private office — all in
1 674 – 1 874 $ / month
Private office + integrated platform + Microsoft 365 + personal number + rooms + gym + studio + back office. One invoice.
Piece by piece
2 015 – 4 207 $ / month
9+ invoices, tools that don’t sync, double data entry. Estimated savings: 140 $ to 2 530 $ / month.
03 — Plan des bureaux

See what's available, in real time

Select an available private office on the floor plan. Open areas and coworking are available to all our members.

Available On request Occupied Common areas
04 — Services

Everything a financial firm needs to operate, under one roof

Levizio Technologies réunit la technologie, l’espace de travail et l’administration dont un conseiller ou un cabinet a besoin pour exercer. Nous opérons l’infrastructure ; vous vous concentrez sur vos clients.

Integrated technology platform

A turnkey digital environment, already connected end to end — no more tools that don't talk to each other.

  • CRM & client management
  • Electronic signature & documents
  • Workflow automation

Prestige workspaces

A 10,000 sq. ft. space in the heart of Centropolis, Laval: from private offices to flexible desks.

  • Private glass-walled offices
  • Coworking & open areas
  • Prestige business address

Rooms & media studio

Rooms bookable by the hour or the day, and a studio to produce your professional content.

  • Conference & meeting rooms
  • Media & podcast studio
  • Online booking by time slot

Back office & administration

Shared administrative support for your day-to-day tasks — without the cost of a full-time hire.

  • Administrative support
  • Document management
  • Adjoint(e) partagé(e)

Invoicing & payments

A single monthly invoice for all your services, paid effortlessly and securely.

  • One consolidated invoice
  • Secure charge by Stripe
  • Interac transfer, no fee

Infrastructure & security

Professional email, cloud tools and hosting, with privacy compliant with Law 25.

  • Email & professional suite
  • Cloud hosting
  • Security & Law 25 compliance
05 — Frequently asked questions

We answer your questions

How do I sign up for a plan?

Choose your plan and order it online: you create your account, choose how to pay for Microsoft 365 and the area code of your number, then pay your first invoice. No activation fee, and your first month of platform fees is free.

Which payment methods do you accept?

Credit or debit card (secured by Stripe, automatic monthly charge) and Interac transfer, with no processing fee. For card payments, processing fees appear as a separate line on the invoice.

Can I change plans along the way?

Oui. Vous pouvez passer à un forfait supérieur (ou différent) depuis votre espace conseiller ; le changement s’applique à votre facturation suivante et la disponibilité des bureaux fermés est affichée en temps réel.

How do I book a meeting room or the studio?

Straight from your advisor portal, in one-hour slots: you pick the area, the date and the time — availability is live and bookings can be cancelled online.

What happens if a payment is missed?

Reminders are sent before the due date, then a notice grants you a grace period. Without payment, access to services is temporarily suspended and restored automatically as soon as payment is received.

Can I visit before committing?

Of course — use the form below to book a tour of 400 Centropolis, and we will get back to you shortly.

06 — Contact

Book a meeting

Tell us who you are — we will get back to you for a meeting or a tailored quote.