Investment Dealers near Pointe-Claire QC (17 Result(s))

Investment Planning Counsel we are committed to helping you live your dream. And whether your dreams are small or grand our team will create simple and straightforward wealth management strategies that will help you achieve them.

Zagari, Simpson & Associates is a family wealth management company with a singular focus on assisting clients in making informed financial decisions at key points in their lives. How can I make the most of my income and plan for the future? What are the best financial strategies when planning for my retirement? How can I ensure that I benefit from every tax break? Is there a better way to manage my money now that my circumstances have changed? The My Planning® Process was developed based on questions like these. We tailor money management plans for each individual. Establish your financial goals and let us help you develop the resources you already have to fulfill them.

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.