Find a Financial Advisor in Quebec

Our top priority is providing our clients with peace of mind. Through our comprehensive wealth planning process, we take care of all aspects of our clients’ financial picture. Our clients' top priorities are: - Saving on taxes - Maximizing their wealth - Retiring comfortably We look forward to speaking with you!

Financial Securities Advisor, Mutual Funds Representative - Investors Group Financial Services Inc. Financial Services Firm - Our holistic approach to financial planning is comprehensive and goes beyond traditional investment advice to consider all aspects of your financial life. We are committed to providing the right information and advice you need to feel confident about your family’s future.

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. Planning – Goal based planning for retirement, next generation education, major purchases, financial growth, and estate planning.

Bilingual (English / French) As a mother of four, one with special needs, I know for a fact that it can be difficult to manage priorities. Planning for the future doesn't have to come at the expense of your current lifestyle. I have over ten years of experience with Sun Life. Together, we'll build a relationship based on trust that allows me to understand your particular needs.

We recruit and train individuals interested in Insurance and Investment careers. We also mentor entrepreneurs to build and operate their own agencies.

Personalized investment strategies, insurance and mortgage loans. More than 8 years of experience in financial advice. Book an online meeting at : https://calendly.com/mathieu-parant/ Stratégies d'investissements personnalisées, assurances et prêts hypothécaires. Plus de 8 ans d'expérience en conseils financiers. Prenez rendez-vous au : https://calendly.com/mathieu-parant/

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 = I advise high net worth professionals and also families in the Montreal – Laval area, who understand the value of having an advisor by their side, and who have the wisdom to recognize that managing one’s wealth requires a high degree of commitment, trust, behavioral management, and expertise.

Serving financial Services needs of Individuals and Businesses since 1988 You have come to your One Stop Shop for integrated solutions for your financial challenges... Planning - Insurance - Investments - Financing - Taxation Authorized Distributor for respectable Canadian Financial Product manufacturers ranging from Banks, Insurance companies and Mutual fund companies. Licensed through AMF - the consumer protection body that regulates, licenses and protects you by assuring your financial professional is always current with his knowledge to serve your needs.

Experienced Branch Manager and Financial Planner. Specializing in tax and retirement planning.

My work consist of advising any potential client base on their specific insurance need and situation. I will do a financial need analysis (FNA) followed by a proposition. I will guide you with your investments and help you choose the right account as per your investor profile (RESP, RRSP, TFSA, Non-Registered). I promise to be with you all the way!

Every decision has been guided by our Mission to help individuals create the life they want to live, while protecting their loved ones and planning their financial legacy. Offering access to a diverse portfolio of insurance, retirement, savings, and wealth-building strategies

Over 30 years of experience in tax preparation, tax recovery and financial security planning. We provide customized financial plans including RRSP’s, RESP’s, life insurance, mortgages, critical illness and travel health insurance.

Une Vision à 360˚ de vos finances Holistik est un cabinet de services financiers ancré dans son milieu. Doté d'une équipe multidisciplinaire compétente, passionnée et à échelle humaine, nous sommes la référence en services financiers pour les entreprises, les professionnels et les particuliers.

Let us help with your : financial planning, investments, mortgages, taxation and personnel insurance. We work with you to improve your financial wellbeing through a comprehensive, holistic approach to planning, based on synchronized professional advice that lets you embrace all of life’s opportunities.

Investors Group Financial Services Inc. Financial Services Firm Alain Basile Mutual Funds Representative, Financial Security Advisor I help clients achieve their financial goals. Backed by the solid expertise of IG specialists in their respective fields (investments, mortgage planning, taxes and estate, notaries and insurance).

At Movative Financial Services we work with you on your terms, if you are motivated, our team will bring creative solutions to your group insurance, insurance, and investment portfolio. Our services are mostly tailored to businesses and families.

We offer, unbiased Advice (In french and English), money coaching. We do not sell any product. Services : -Financial advice - financial planning -retirement planning -self employed financial planning -Mortgage advice