David Zohar Financial
Montréal, QC
Montréal, QC
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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What do you love most about your job?
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.
What inspired you to start your own business?
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.
Why should our clients choose you?
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
Can you provide your services online or remotely? If so, please add details.
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.
What changes have you made to keep your customers safe from Covid-19?
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.
Financial planning
Estate planning
Investments
Insurance
Group benefits
