Coaching Financier Trek

Allard Allard & Associates, based in Montreal, QC, has been providing tailored portfolio management services for over 30 years, focusing on both individual and institutional investors. With a disciplined, value-based investment philosophy, the firm has consistently generated above-market returns while prioritizing the protection of clients' accumulated wealth. As a signatory to the Principles for Responsible Investment since 2018, Allard Allard & Associates integrates Environmental, Social, and Governance (ESG) factors into its investment strategies. The firm boasts a high client satisfaction rate and a stable team of experts, ensuring a consistent and rewarding experience for its clients. Generated from the website

Ladores Perlexel is a health insurance company located in the vibrant city of Montréal Québec. Known for its comprehensive coverage options and dedicated customer service the company aims to provide peace of mind to its clients by ensuring access to essential medical care. With a focus on community well-being Ladores Perlexel is committed to helping individuals and families navigate their health insurance needs efficiently. Generated from this place's information

Investia Financial Services Inc., a wholly-owned subsidiary of iA Financial Group, offers a comprehensive range of mutual fund and segregated fund products tailored to meet various financial needs, primarily related to savings and retirement. Their team of advisors is dedicated to providing personalized solutions and expertise to help clients achieve their financial goals throughout significant life events. With a focus on client support and technological advancement, Investia empowers its advisors with streamlined business processes to enhance client engagement. The company addresses diverse financial objectives through its offerings, including RRSP, TFSA, and various savings plans, ensuring clients are well-prepared for life's changes. Generated from the website