Martin Landriault
1223 Michael Street Suite 300,- Moyens de paiement: Autre
Détails de l'entreprise
Description
My goal as a Financial Advisor is to better understand my clients' personal/business financial security goals and dreams, and furthermore develop a clear understanding of what success looks like to them. I look forward to meeting clients and establishing a trust worthy relationship in order to work together towards achieving their individualized goals. The strength in my belief and commitment in my business is reflected in my ability to maintain focus, discipline, and motivation to impact the financial and emotional quality of life of my clients.
I've helped many clients define and achieve their specific goals. For some, it might be planning for early retirement, for others, it can be saving for their children's education or even purchasing a cottage. Their financial security plans are designed so they can attain their goals regardless of what life throws at them. Therefore, it is these types of plans I like to build with my clients.
I work with my clients to create financial security plans that address their concerns in four key areas:
1) Financial security at death
2) Living benefits
3) Liquidity
4) Retirement
Their financial security plan will be tailored to their needs, their risk tolerance and the goals they want to achieve ultimately
Certifications et associations
Life license (LLQP) and Mutual Fund License
Catégories
Marques
- London Life, Great-West Life, Manulife, Quadrus Group of Funds, Mackenzie Financials, Invesco Trimark Ltd and AGF Funds .
Détails du stationnement
- Gratuit
Langues disponibles
- Francais
- English
Galerie
Heures d'ouverture
- Jeudi Sur rendez-vous
- Vendredi Sur rendez-vous
- Samedi Sur rendez-vous
- Dimanche Sur rendez-vous
- Lundi Sur rendez-vous
- Mardi Sur rendez-vous
- Mercredi Sur rendez-vous