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Financial Planners near Saint-Roch Quebec QC (30 Result(s))

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To help keep our customers and colleagues safe, we have implemented physical distancing guidelines in our branches. We are limiting the number of customers in the branch and your wait time may be longer than normal. Our first hour of operation is dedicated to serve seniors and other vulnerable populations with urgent in-person banking needs. In Quebec, we are serving these customers during regular branch hours with enhanced support for physical distancing. We ask that you only visit the branch for matters that require in-person assistance. Please do not visit if you are experiencing symptoms of COVID-19 or have been advised to self-isolate due to exposure to COVID-19 or travel. If you require in-person assistance for borrowing, investing or other financial advice, please book an appointment online, and we would be pleased to serve you.
From a variety of Chequing & Savings accounts, Credit Cards, Mortgages, Loans and Lines of Credit to Retirement Planning, TD Canada Trust has you covered
Simon Gauvin-Létourneau is a proactive financial planner who designs Living Plans that are personalized, adaptable, and centered on your goals. His approach goes beyond the numbers: he helps you optimize retirement strategies and grow your wealth with clarity and confidence. With his expertise and attentive listening, each plan reflects your unique needs and adjusts to the changes in your life. Whether you are preparing for retirement, protecting your family’s future, or seeking to maximize your investments, his mission is to ensure your financial well-being today and for the years ahead.
Professionnel, disponible, compétant et excellent service à la clientèle! Je recommande fortement leur équipe de planification financière. Read more
To help keep our customers and colleagues safe, we have implemented physical distancing guidelines in our branches. We are limiting the number of customers in the branch and your wait time may be longer than normal. Our first hour of operation is dedicated to serve seniors and other vulnerable populations with urgent in-person banking needs. In Quebec, we are serving these customers during regular branch hours with enhanced support for physical distancing. We ask that you only visit the branch for matters that require in-person assistance. Please do not visit if you are experiencing symptoms of COVID-19 or have been advised to self-isolate due to exposure to COVID-19 or travel. If you require in-person assistance for borrowing, investing or other financial advice, please book an appointment online, and we would be pleased to serve you.
From a variety of Chequing & Savings accounts, Credit Cards, Mortgages, Loans and Lines of Credit to Retirement Planning, TD Canada Trust has you covered
To help keep our customers and colleagues safe, we have implemented physical distancing guidelines in our branches. We are limiting the number of customers in the branch and your wait time may be longer than normal. Our first hour of operation is dedicated to serve seniors and other vulnerable populations with urgent in-person banking needs. In Quebec, we are serving these customers during regular branch hours with enhanced support for physical distancing. We ask that you only visit the branch for matters that require in-person assistance. Please do not visit if you are experiencing symptoms of COVID-19 or have been advised to self-isolate due to exposure to COVID-19 or travel. If you require in-person assistance for borrowing, investing or other financial advice, please book an appointment online, and we would be pleased to serve you.
At IG Wealth Management, we are committed to helping you achieve your short and long-term financial goals through comprehensive planning. We believe that building a long-term relationship is the best way to help you and your family achieve all your goals, at every stage of life. I lead a team of financial planning professionals focused on client outcomes and service excellence. My role is to provide our IG Advisors with the financial planning expertise and tools they need to best help you. To this end, I provide them with professional assistance, for example, in-depth training, coaching, or simple encouragement. Would you like to go into business for IG Wealth Management? Would you like to have an advisor recommended to you? Would you like to discuss the IG Living Plan? Contact us!
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