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Insurance Consultants near Saint-Lazare QC (18 Result(s))

From a young age, I always knew I wanted to work in the finance field. It is this passion and my desire to help others that brought me to iA Rive-Nord as a financial security advisor. My approach is distinguished by attentive listening and a commitment to offering personalized advice. I firmly believe in the importance of listening carefully and without judgment to the needs of each individual to provide them with the most suitable financial solutions. My goal is to make finance accessible and even enjoyable by avoiding financial jargons and simplifying complex concepts. My B.B.A. in finance at HEC allowed me to acquire in-depth knowledge that can help you navigate the financial world with confidence. Please do not hesitate to contact me to discuss your financial needs. I am here to support you in achieving your financial goals. Contact me now!
Certified with the Financial Markets Authority and completing the personal insurance qualification program (PQAP), I am currently performing my duties as a financial security advisor. My role is to help you establish a detailed portrait of your financial situation and to identify, with you, your needs and priorities in terms of financial security. Whether you are self-employed, business owner, employee, retired or looking for financial planning for your family, I adapt my approach and present optimized recommendations based on your situation so that you have peace of mind . Integrity, respect, diligence, courtesy and dynamism are values ??that constitute the foundation of my professional approach. Contact me now
Whether it's for your finances or your insurance, I'm here for you. As a financial security advisor, I'm motivated and eager to learn more about you every day. This way, you can make informed financial decisions for you, your family and your financial future. My goal: to do everything possible to help you achieve your goals and more! Contact me now!
After spending years advising those around me on everything and nothing, I turned to a career where I could extend this passion to even more people. My goal is to support you in your objectives while taking into account your values ??and your situation. Contact me now!
After more than twenty years in customer service, then in small business management, I launched myself into the financial sector. I have always been motivated by the passion to help people, to make a difference by putting my skills and values ??at the service of those I meet. I would like to accompany you and guide you with recommendations based on your objectives, your retirement plans, your family situation and your budget. My mission is therefore to bring you peace of mind, to protect your family and your business. Do not hesitate to contact me. I will be happy to help you! Call me now!
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