Pier 21 Asset Management Inc

Farina Rajotte Group, located in Montréal, QC, is dedicated to helping individuals manage, grow, and protect their wealth. Their tailored services are designed to assist clients in achieving their unique goals and priorities, regardless of complexity. By collaborating with clients, the team identifies priorities and develops personalized plans to address specific needs such as asset protection, maximizing charitable giving, tax strategies, and estate planning. When working with Farina Rajotte Group, clients can expect a thorough initial discovery process to understand their priorities and goals. The team provides seamless onboarding assistance for fund transfers and investment portfolio structuring. Regular proactive reviews offer curated insights and updates to track progress towards goals and adjust strategies as needed. Recognizing that every individual's financial journey is distinct, Farina Rajotte Group offers tailored advice, solutions, and strategies to help clients maintain, grow, and protect their net worth. As part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc., the team is committed to providing expert guidance and support to help clients achieve what truly matters to them. Generated from the website content

Philippe Dumas is a dedicated financial planner at TD Wealth Private Investment Advice, located in the vibrant city of Montréal, QC. With a focus on personalized investment strategies, he assists clients in achieving their financial goals through expert guidance and tailored solutions. Philippe is committed to building long-lasting relationships and providing top-notch service to help individuals and families secure their financial future. Generated from this place's information

Farina Rajotte Group - TD Wealth Private Investment Advice is a financial planning firm located in Montréal, QC. The firm specializes in personalized investment strategies and wealth management services, catering to clients seeking to grow and protect their financial assets. With a focus on tailored advice and long-term financial goals, the team at Farina Rajotte Group aims to provide comprehensive solutions that meet the unique needs of each client. Generated from this place's information