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Financial Planning Consultants near Saint-Mathieu QC (92 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!
Hello everyone! I've been a financial security advisor at the Hull branch since 2003. I hold a bachelor's degree in business administration. I've been married since 1991 and have two adult children. My other passion is gardening and my many perennial plants. I often volunteer with various organizations.
I do this work because my goal in life is to help people, which gives me a deep sense of satisfaction.
As I am duly certified by the Autorité des marchés financiers (AMF), I invite you to verify the validity of my certification with the AMF.
455 Des Marronniers, Candiac, QC J5R 0V7
PEAK Investissements
3490 Rue Thérèse-Casgrain #707, Sherbrooke, QC J1L 3C8
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
Our team of professionals can help you to better manage your daily finances. GDM2 inc. is a company which focuses on your needs with ongoing and regular communication. We specialize in the daily coordination and management of your personal finances. We monitor all aspects of your finances with the utmost integrity and efficiency in a climate of trust.
From a variety of Chequing & Savings accounts, Credit Cards, Mortgages, Loans and Lines of Credit to Retirement Planning, TD Canada Trust has you covered