Fabio Ponari - IA Private Wealth
2525 Boulevard Daniel-Johnson, Laval, QC
(2)
Fabio Ponari - IA Private Wealth2525 Boulevard Daniel-Johnson, Laval, QC
(2)
BRIEFLY =
My mission is to help make sure you have enough income to maintain your independence and lifestyle in retirement by creating & managing your plan, but more importantly, making sure you are not falling off track.
WHO DO I SERVE =
Show more
Verified business
2 customer reviews
Aurelien Folie
Financial Advisors
Fabio was really helpful and knowledgeable. I had a great experience meeting with him, and he answered all of my questions and made himself available for two long meetings, providing me with tools and explanations to help me grow my wealth, even though I didn't meet the criteria to become his client.
I really recommend contacting him!
More...
Jasmine
Highly recommended for your personal investments! Fabio really took the time to understand my needs and provided great advice and put a plan in place for me. Very professional and knowledgeable when it comes to investing. Thank you. More...
Can you provide your services online or remotely? If so, please add details.
I provide my services online (Zoom, Microsoft Teams) and in-person.
Insurance Planning
As an independent insurance advisor, I represent you and not the insurance companies. By having access to 10+ insurance companies, together, we can make sure you choose the correct insurance plan and are not overpaying.
This is for anyone who is looking for financial protection and peace of mind by making sure that you and/or your loved ones are protected in case death, disability, or critical illness.
Investment/Retirement Planning
Do you know how much money it is going to take for you to be able to retire comfortably and remain comfortably retired?
Do you have a retirement plan and investment strategy in place?
If you're looking for guidance, and someone to work with you side by side in creating and managing your retirement plan and investment portfolio, we can schedule a preliminary meeting just to see if I may be able to help.
