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Laval
?WHAT I DO: I help people ensure they always have enough money to maintain their dignity and independence in retirement by planning and investing today so they don't have to stress about outliving their savings. ? HOW I DO IT: Through my unique retirement planning process, my clients quickly see they get a personal CFO when working with me. Having control over your cash flow is where it all starts.
Laval
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.
Laval
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!
Laval
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.
Laval
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.
Laval
We recruit and train individuals interested in Insurance and Investment careers. We also mentor entrepreneurs to build and operate their own agencies.
Laval
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.
Laval
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.
Laval
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.
Laval
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.
Laval
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.
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. Securing – Needs based protection for the future generation, your income, yourself, business buy sell strategies, long term care, health, travel, and fraud protection. Group benefits – Provide group plans services from major Canadian providers. Our Mission Provide comprehensive financial advise to individuals, families, and business. Our Vision Securing our clients financial well being by analyzing, planning and execution of their unique financial needs.
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.
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.
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
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.
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.
