Beneva - Assurances et services financiers - Montréal (Décarie)

Capital Sherbrooke Street Inc, also known as Sherbrooke Street Capital (SSC), is a renowned independent full-service brokerage firm and investment dealer based in Montréal, Québec. The company operates through four main business divisions, showcasing its diverse expertise in the financial sector. With a philosophy centered around being secure, proven, and responsive, SSC offers a variety of services that include personal wealth management, capital markets, institutional services, and an immigrant investor program. The firm's committed team brings a wealth of experience to meet the varied needs of its clients. Generated from the website

Rothenberg Wealth Management, located in Westmount, Quebec, is a distinguished investment firm with over 37 years of experience, providing comprehensive investment solutions and wealth planning services tailored to the unique needs of individuals and families across Canada. Their commitment to being truly independent positions them as a trusted choice for clients from coast to coast, addressing various aspects of financial planning, including investment, retirement, tax, estate legacy, and insurance planning. With a focus on fostering strong client relationships, Rothenberg Wealth Management emphasizes a holistic approach to financial wellness, ensuring that clients feel valued and well-informed about their investments. The firm has successfully built a diverse clientele, from pre-retirees and retirees to business owners, offering personalized advice that caters to each client's aspirations and needs. Generated from the website

To help keep our customers and colleagues safe, we have implemented physical distancing guidelines in our branches. We are limiting the number of customers in the branch and your wait time may be longer than normal. Our first hour of operation is dedicated to serve seniors and other vulnerable populations with urgent in-person banking needs. In Quebec, we are serving these customers during regular branch hours with enhanced support for physical distancing. We ask that you only visit the branch for matters that require in-person assistance. Please do not visit if you are experiencing symptoms of COVID-19 or have been advised to self-isolate due to exposure to COVID-19 or travel. If you require in-person assistance for borrowing, investing or other financial advice, please book an appointment online, and we would be pleased to serve you.