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First-Capital-Insurance-Inc near Laval QC (798 Result(s))

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.
Let me introduce myself, I am a professional service advisor working in the business community for over 25 years. More specifically, a Financial Security Advisor, an independent representative partner of La Capitale Consulting Services Inc., a financial services firm My services : My first term with you will be to protect and develop your family heritage. How? Reflecting with you on specific topics such as: • Do you know your expectations for financial security? • Do you benefit from a good level of mortgage financing? • Do you have a savings strategy in place? • Do you have a retirement plan, a disbursement plan? • Do you know the ideal strategy to protect your children, your family, your company? A personalized discussion to define your objectives and to concretize them.
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