Autres placements near Molson MB (969 Result(s))

We are a team of experienced wealth management professionals directed by two Senior Portfolio Managers, Petar Pejovic and Milos Pejovic. We work in close collaboration to benefit our clients with dedicated financial planners, a senior investment associate, and several other specialist advisors. Our services include professional private wealth management, financial planning, tax efficient investing, will & estate planning, retirement income planning, business succession planning, and inter-generational wealth transfer. Our clients include high-net-worth families and individuals, corporations, foundations, and non-profit charities. Our team’s discretionary customized portfolio platform offers solutions to investment goals that clients want to achieve. Using conservative asset allocation strategies that are blended with consistent quantitative rebalancing strategies, our approach is both unique and effective.

At IPC Securities Corporation we make a commitment to the families we serve: to help them find financial peace of mind, no matter what is happening in the world around us. As a family ourselves, we know the importance of passing on solid financial values from generation to generation. We listen to you so that we can understand what is important to you. We then help you articulate your goals and lay out a plan that will allow you to accomplish them. We will meet with you regularly to make sure we continue to understand what is important to you and you are staying on track to reaching your goals. We also know the success of a family will not be determined by the markets, but rather by financial peace of mind that comes from doing the right things, for the right reason at the right time. Your Family is our focus.

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.ca/ca-en/privacy.