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Financial Planning Consultants near Cap-Rouge Quebec QC (313 Result(s))
Liberté financière assurée
Keven Robinson-Poirier, conseiller en sécurité financière chez Industrielle Alliance, vous aide à protéger vos proches et sécuriser votre avenir financier.
Équipe immobilière de confiance offrant un accompagnement personnalisé pour l’achat, la vente et l’investissement. Expertise locale, conseils avisés et résultats concrets.
Conseiller financier depuis 2021, associé à l’agence Sainte?Foy de iA Groupe financier. Titulaire d’une maîtrise de l’ENAP, j’offre des solutions personnalisées en assurance et épargne. Certifié par l
Le bon choix pour vos besoins!
From a variety of Chequing & Savings accounts, Credit Cards, Mortgages, Loans and Lines of Credit to Retirement Planning, TD Canada Trust has you covered
From a variety of Chequing & Savings accounts, Credit Cards, Mortgages, Loans and Lines of Credit to Retirement Planning, TD Canada Trust has you covered
As a financial security advisor, I put people first. My goal isn’t to sell products, but to help you understand, plan, and move forward with confidence. Together, we take a complete look at your situation—your goals, projects, and reality—to build a clear, simple plan tailored to your pace. With no pressure and no complicated jargon, I guide you in making informed decisions and structuring your finances effectively. Whether you’re just starting out, self-employed, or looking to better organize your finances, my role is to simplify the process and support you toward a more stable, secure future.
With experience acquired since 2021 in the financial services industry, I chose to join the Sainte-Foy agency of iA Financial Group in order to offer the high quality services of a leading company in personal insurance. Over the years, I have built strong relationships based on trust and integrity with my clients.
I hold a Master’s degree in Public Administration from ENAP, and my background supports every aspect of financial planning. I am committed to working with you to find insurance and savings solutions that are well suited to your needs and that will evolve with you through every stage of life.
As a professional duly certified by the Autorité des marchés financiers (AMF), I invite you to verify the validity of my certificate directly with the Authority.