Financial Consultants in L'Île-Perrot, QC

Results from the 'Financial Consultants' category in L'Île-Perrot

Collum Planning

Closed now

87 Rue de Neuville, L'Île-Perrot, J7V 8L3

(514) 502-2911

Choosing Peak Investment Services Inc. as the investment dealer to cater to his clients, Jason has solidified his strength and brand in having absolute independence. Access to thousands of investment products, such as mutual funds and ETF's and hundreds of segregated funds across multiple companies ensures clients have the ability to access the right product for their particular need when dealing with him. Working with AgenZ Group allows Jason to access over 20 recognized insurance companies across Canada. To see some of these reputable suppliers follow the link provided. Unbiased advice without sales quotas, sales contests, and/or propriety products being pushed onto clients. It's about finding the right product and company for the client's needs and not matching the client to the product. Independence results in being more objective and eliminates ethical and integrity concerns. Stability and long term commitment eliminates the constant changing of advisors based on change in value of client assets or advisor career moves, etc.

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