Summexx Financial Group

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261 Rue St-Jacques
Montréal, Québec H2Y 1M6
+1 (514) 924-6774
http://www.summexx.com

Summexx Financial Group is an independent financial services firm based in Montreal, Quebec, specializing in wealth management for business owners, executives, professionals, and retirees. The firm focuses on developing tailored strategies that prioritize asset growth while mitigating risk and emphasizing estate preservation and transfer, with a strong understanding of tax-efficient solutions.

Led by financial security advisors Joseph and Patrick Ahmarani, Summexx Financial Group prides itself on simplifying complex financial issues and educating clients about their financial health. The team is dedicated to providing effective strategies that cater to the specific needs of each client, while ensuring a high level of service and expertise in personal insurance and investment products.

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