Investment Advisory Service near Repentigny QC (25 Result(s))

PERSPECTIVE FINANCIAL GROUP, independent financial planning firm, combining rigorous professionals who are committed to guide you in achieving your dreams. Associated with SFL Partner of Desjardins Financial Security and Desjardins Financial Security Inve

PERSPECTIVE FINANCIAL GROUP, independent financial planning firm, combining rigorous professionals who are committed to guide you in achieving your dreams. Associated with SFL Partner of Desjardins Financial Security and Desjardins Financial Security Investments, the firm ensures a solid structure, well-established and in accordance with regulations.

Je'm your guide on financial planning to help you work with you on custom long-term strategies we follow and watch closely so you can enjoy your lifestyle and build a comfortable retirement. We will focus on various topics such as your insurance portfolio, managing your debt, retirement, savings and study different strategies for favorable investment tax.

Wealth advisory services only - Not a bank branch - No ABM available