Mathieu Parant - Investment advice and wealth management
Online
(6)
Online
(6)
Welcome to my profile!
As an experienced financial advisor who wants to share his knowledge, I offer a free 30 minutes consultation in order to help you to have a clear vision of what you need to do in order to acheive your financial goals, with absolutely no selling pressure, as my first goal is to educate my clients about the different possibilities offered to them.
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6 customer reviews
Jeremy
Je fais affaire avec Mathieu depuis longtemps, il se tient à l'affut des nouvelles tendances et opportunités. J'ai toujours eu d'excellent conseils et d'excellents rendement. Merci l'excellent service!
Jonathan
Mathieu is a very good advisor, he was the first financial advisor that I've known to explain to me the benefits of adding Bitcoin to my portfolio. Thank you for opening my eyes to new investments! More...
Steve
Mathieu is a great advisor who helped me have a better understanding of the markets and all the investment possibilities available, like alternative investments, private investments, crypto, etc. Even for those investing by themselves, I highly recommand contacting him! More...
Richard
Very professional, he was able to explain complicated financial concepts in a very simple way. He also made me discover strategies and products that I didn't know existed. Thank you Mathieu!
Sylvie
Very professional and competent advisor who was able to help me to have a clearer picture of what I need to do to reach my financial goals. His private investment offering is great and I could not find anything like this with a bank. Thanks again! More...
Sarah
Mathieu is a great advisor who took the time to help me find the best investment solutions for me. The private investments he can offer were useful to diversify my portfolio. Plus, he now does mortgages as well. Thank you for your good advice ! More...
What do you love most about your job?
Taking the time to give helpful, personnalized advice to my clients
Why should our clients choose you?
Competent, trustworthy, experienced advisor my multiple licenses. (Mortgage, investments, insurance)
Can you provide your services online or remotely? If so, please add details.
Yes, via my online calendar. (Zoom or phone meeting)
Investments and insurance
RRSPs
TFSA
Pension funds
Leverage loans
Private investments
Alternative investments
Portfolio management
Life and disability insurance
REER
CELI
Les fonds de pension
Prêts à effet de levier
Investissements privés
Placements alternatifs
Gestion de portefeuille
Assurance vie et invalidité
Mortgages / Hypothèques
With the Orbis Group, we have access to the majority of virtual banks and lenders to find the best solution for your needs.
Avec le Groupe Orbis, nous avons accès a la majorité des banques et prêteurs virtuels pour trouver la meilleure solution pour vos besoins
