Montreal, QC Financial Planner

I sat down with Gabriel back in October to review my financial situation. He was very pleasant to work with. I've always been a little sceptical about financial advisors ... more

(Translated by Google) - Excellent experience with Charles and Maximize your finances. A real professional eager to help his clients, always listening. A free service tha ... more

(Translated by Google) They only offer one or two products but find much better elsewhere. They really aren't listening and the counselor just played big shots throughout ... more

(Translated by Google) They only offer one or two products but find much better elsewhere. They really aren't listening and the counselor just played big shots throughout ... more

(Translated by Google) Hello. I had the chance to meet Mr. Patrice Gervais on a few occasions and I really liked his professional approach and, particularly, his benevole ... more

It's reassuring to work with a financial adviser who is truly interested in their clients needs, circumstances and preferences. Antoine has been my advisor for the past 1 ... more

Positive: Professionalism

Lovely caring people with incredible knowledge and experience.

My advisor Marlene is very knowledegable and takes care of my portfolio really well. I trust her as my knowledge of investments is limited.

Personable and very knowledgeable.

Harassing the families of dead people isn't a good luck. Absolutely parasitic human beings working here.

(Translated by Google) Jo-Anne has made it her mission to improve the financial security of women by offering them financial advice adapted to their family and financial ... more

Critical: Professionalism

(Translated by Google) I schedule a phone meeting with IG and don't call me (Original) je planifie un rendez-vous tlphonique avec IG et ne m'appelle pas