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David Zohar Financial

Montréal, QC

Get a free quote from this professional

Get a free quote from this professional

About

Comprehensive and practical financial advice for all life stages
-Financial planning
-Estate planning
-Investments
-Insurance
-Group benefits

Analysis – Client’s current situation, analyzing financial status covering: budget, cash flow, net worth, and investment profile.

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Q&As

I love helping people achieve their goals. Each client needs are different and I love showing them alternative solutions that match their needs, bringing them closer to their goals.

I've been in the corporate world for a long time and had the opportunity to start my own practice when I moved to Canada.

I give my clients the confidence they are on the right financial path by creating customized solutions built on a deep understanding of their personal situation and the challenges they face at work.
• Disciplined approach where “client first” is an operating principle, not a tagline
• Fiduciary advice
• Alternative strategies
• Access to about 40 investment firms and 20 insurance companies across Canada
• No emotional or pressure sales tactics
• University graduate with working experience in Technology

Yes!
Using Microsoft Teams (or zoom) for video calls. Sharing my screen so you can see everything I do to explain and provide the best service for your financial needs.

I moved all my operations to an online process, making it safe for my clients.
I use phone, email and video calls to answer all my clients financial needs.

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