INVESTMENTS – Sally Bondss – Experienced Real Estate & Finance Specialist - arer1234564313 – Beehivr
Building a Strong Financial Foundation
We are passionate about helping our clients reduce the risk of their investments by diversifying their mutual fund portfolios and carefully selecting investment companies and fund managers to help them achieve consistent returns over the long term. Keeping abreast of financial news and market trends is a key priority for us.
We work with clients who are looking to build a strong financial foundation for their future and establish good financial habits to grow their wealth. We help them set up an emergency fund and save for retirement or for their children’s education. We clear up any confusion about choosing the right registered account, whether it is a tax-free savings account (TFSA), a registered retirement savings plan (RRSP), a registered education savings plan (RESP), the new tax-free FHSA account for first-time buyers, or event a non-registered account.
Ongoing Portfolio Monitoring
We stay in close contact with our clients and meet with them regularly to ensure that their investment strategy is still appropriate, that their financial or personal situation has not changed, and that they are on track to meet their goals—or to make adjustments if necessary. Because we are an independent firm and have no in-house products, we can truly serve your best interests!
Sally BondssExperienced Real Estate & Finance Specialist - arer1234564313
Beehivr
Sébastien
Emilie
Contact
French, English, Spanish, Japanese, Korean
768 Rue De Namur, Saint Lambert, Qc J4S 1Z5
Mortgages -AVIE Financial Services Inc. is Attached to Planiprêt Mortgage broker firm. Our mortgage brokers are regulated by the Autorité des marchés financiers (AMF), under the law on the distribution of financial products and services (LDPSF). Investments - Aliona Cozari is Attached to PEAK Investment Services Inc. PEAK Investment Services Inc. a mutual fund dealer that is registered with the Autorité de marchés financiers du Québec and the Mutual Fund Dealers Association of Canada. PEAK Investment Services Inc.’s activities involve investment products, such as mutual funds and exchange-traded funds. PEAK Investment Services Inc. The MFDA Investor Protection Corporation protects clients of PEAK Investment Services Inc. who are under its jurisdiction against the loss of property held in client accounts due to the firm’s insolvency. Please see http://mfda.ca/mfda-investor-protection-corporation/ for more details. Mutual funds are distributed through PEAK Investment Services. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. PEAK Investment Services’ responsibility is limited to the products it distributes. Personal Insurance - Insurance products include, but are not limited to, term life insurance, permanent life insurance, whole life insurance, universal life insurance, mortgage life insurance, accident and sickness insurance, long-term care, critical illness and disability insurance, private health insurance, travel insurance and expatriate insurance. This website is intended for Quebec residents.