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Montreal
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!
Montreal
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.
Montreal
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.
Montreal
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.
Aurelien Folie
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!
Montreal
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.
Montreal
We recruit and train individuals interested in Insurance and Investment careers. We also mentor entrepreneurs to build and operate their own agencies.
Montreal
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.
Montreal
Vous avez des projets, nous sommes là pour vous aider à les concrétiser. Pour vous permettre de prendre des décisions éclairées, les professionnels de CF2G vous offrent leur expertise pour contribuer à votre réussite. NOTRE APPROCHE: Au-delà d’une simple planification financière, nos conseillers offrent une véritable approche globale de votre situation et proposent des solutions adaptées à votre réalité.
Montreal
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.
Montreal
Nour Private Wealth realizes all clients are different, and their investment and wealth planning needs evolve. Our team provides you with the expertise you need across all facets of the wealth management spectrum. Ranging from portfolio construction and wealth planning right up to insurance and private capital, we make it our mission to cover all bases to ensure your financial security over the long term.
Montreal
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.
Nour Private Wealth realizes all clients are different, and their investment and wealth planning needs to evolve. Nour Private Wealth provides the expertise required across all facets of the wealth management spectrum. Call or email for a complimentary consultation today.
What I love most about my job as a wealth advisor is the opportunity to be a true partner in my clients' journeys. I thrive on the diversity of each client's unique situation, as it presents a constant stream of challenges that allow me to explore different options tailored to their needs.
Many individuals may find themselves on a less-than-ideal financial path due to a lack of knowledge, and my role empowers me to guide them back onto a trajectory that aligns with their best interests.
It's not just about managing wealth; it's about making a meaningful impact on their lives and helping them navigate a course toward financial success.
At Nour Private Wealth, what sets us apart is our unique approach. We dive deep into over 90 aspects of your life to create a personalized and holistic strategy. Our toolkit includes exclusive access to non-public investments for tailored financial plans.
We're committed to your satisfaction, with a responsive team ready to address your needs promptly. Recognizing that every client is different, we build a strong foundation and analyze the best investment vehicles for your specific goals. Your financial journey deserves a one-of-a-kind strategy, and at Nour Private Wealth, we're here to make that happen.
Yes, our services can be provided online and remotely. The world has evolved quickly over the past few years, and we understand that clients' needs are ever-evolving. You can expect the same level of service you otherwise would get in person to be done virtually.
4.65/5.00
based on 133 reviews
The average rating for Bark Financial Advisors in Montreal is 4.65, based on 133 reviews.
