iA Private Wealth - Patricia Quick
Senior Investment Advisor and Insurance Advisor, Unit 100 - 460 Phillip St.,
Aujourd'hui: Sur rendez-vous
Détails de l'entreprise
Description
Achieving your financial independence, starts with finding the right investment advisor that you can trust to be there for you and your family. Protecting your family, building needed cash flow and translating the complex investment options into a simplified plan is why I will be a valued resource for you and your family.
My commitment now and in the future will be to provide you and your family with the personalized steps to improve your financial security and meet your financial goals. To learn more about how I put you first - please check out my website or call me to see how I will be there for you.
Catégories
Caractéristiques
- Planification de retraite
- Assurance-Invalidité
- Assurance maladie
- Assurances voyage
- Régime enregistré d'épargne-études
- Consultation
- Certificats de placement garanti
- Rentes
- Citations assurance-vie
- Titre financier
- Prestations d'assurance
- Obligations financières
- Assurance de maladies graves
- Services consultatifs aux entreprises
- Planification financière personnelle
- Investissements
- Plan financier
- Fonds communs de placement
- REEI
- Coaching financier
- Planification successorale
- Placements garantis
- Spécialistes pour prestation personnes handicapées
Langues disponibles
- English
Galerie
Heures d'ouverture
- Mardi Sur rendez-vous
- Mercredi Sur rendez-vous
- Jeudi Sur rendez-vous
- Vendredi Sur rendez-vous
- Samedi Sur rendez-vous
- Dimanche Sur rendez-vous
- Lundi Sur rendez-vous