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Financial Planning Consultants near Saint-Mathias-sur-Richelieu QC (95 Result(s))
I am a financial security advisor at iA Financial Group. My goal is to build lasting relationships of trust with my clients by supporting them in their financial projects, whether it's protecting their family, saving money, or planning for their future.
I take a professional and human approach, based on active listening, a thorough analysis of needs, and clear explanations, to make solutions simple and accessible. Contact me today!
4000-1200 Rue Daniel-Johnson O, Saint-Hyacinthe, QC J2S 7K7
What I love most about my job… even more than the stock market. It's seeing a couple reach retirement with peace of mind. A child finance their education. A client regain confidence after a bereavement. These are the moments that bring me back to this field. Contact me now!
195 Grand Boulevard E, St Bruno de Montarville, QC J3V 0H7
Manulife Financial
203-370 boul Sir-Wilfrid-Laurier, Mont-St-Hilaire, QC J3H 5V3
En travaillant chez iA Groupe financier, je suis en mesure de prendre le temps pour bien conseiller les gens afin de répondre adéquatement à leurs besoins financiers et leurs projets. Mon travail me passionne et savoir que je suis en mesure de faire la différence auprès de mes clients ne fait que me pousser à me surpasser et à donner un service personnalisé. Offrir un service de qualité à ma clientèle est ce qui me motive au quotidien. Si vous êtes à la recherche d’une conseillère certifiée auprès de l’Autorité des marchés financiers pour vous guider dans vos démarches, je peux vous aider.
Mon engagement envers vous : vous connaître, vous conseiller, vous accompagner.
203-370 boul Sir Wilfrid-Laurier, Mont-Saint-Hilaire, QC J3H 5V3
I am committed to offering you high-quality insurance and financial advice with diligence, efficiency and respect. My affiliation with iA Financial Group helps me do this. iA Financial Group has been a leader in the industry for decades.
My priority is to offer solutions built for you to meet your needs. My skills, experience and motivation are at your service. I invite you to contact me today so we can see together what tools are available to guarantee your financial security.
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.