Financing Consultants near La Prairie QC (124 Result(s))

Patrimonia wealth is a holistic wealth management group, specializing in both domestic and cross border clients. We help people gain control of their financial lives through careful planning, addressing all stages of your life. Our multi-disciplinary team provides you with a one stop shop for your financial wellbeing. We believe that we are here to help people. Our process starts with building the financial plan, the roadmap for client’s financial success (from the client’s perspective). We are the most important Cross-Border team spanning Eastern Ontario to the maritime provinces, at the largest independent financial services firm in Canada.

We provide ongoing advisory services such as strategic planning, preparation of business plans and financial projections as well as project feasibility analysis.We have extensive experience in the negotiation of commercial agreements, real estate transactions and corporate turnarounds. Over the years Cafa has closed over one hundred and fifty merger and acquisition mandates and has negotiated well over 3 billion dollars of financing for its clients.

Ethicor is the result of an alliance between two dynamic and innovative firms - Ethicor Financial Corporation and Ethicor Consulting Services - that share the same values as well as the same passion for finding the best solutions or products for you, your employees and your family.We operate at arms-length from all providers of financial products (banks, brokerage firms, insurance companies, portfolio managers). No financial institutions have a financial interest in our firm. Thanks to this enviable position, we can offer all the financial products on the market regardless of provider.