Zagari Simpson & Associates Inc

Name: Zagari Simpson & Associates Inc
Address: 505- 3100 boul de la Côte-Vertu, Saint-Laurent, QC, H4R 2J8
Telephone: 514-419-5399

505- 3100 boul de la Côte-Vertu, Saint-Laurent, QC H4R 2J8

514-419-5399

Zagari, Simpson & Associates is a family wealth management company with a singular focus on assisting clients in making informed financial decisions at key points in their lives. How can I make the most of my income and plan for the future? What are the best financial strategies when planning for my retirement? How can I ensure that I benefit from every tax break? Is there a better way to manage my money now that my circumstances have changed? The My Planning® Process was developed based on questions like these. We tailor money management plans for each individual. Establish your financial goals and let us help you develop the resources you already have to fulfill them.

Zagari Simpson & Associates Inc - 505- 3100 boul de la Côte-Vertu, Saint-Laurent, QC

Located at 505- 3100 boul de la Côte-Vertu in Saint-Laurent, Zagari Simpson & Associates Inc is a company within the investments category of Canpages website.

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Opening Hours

Monday 9:00 am - 5:00 pm

Tuesday 9:00 am - 5:00 pm

Wednesday 9:00 am - 5:00 pm

Thursday 9:00 am - 5:00 pm

Friday 9:00 am - 5:00 pm

Appointment Only

Specialities

Business Owners
Medical Professionals
Retirees
Family Wealth Management

Products and Services

Financial Planning
Retirement Planning
Incorporation
Trusts
Portfolio Management
Pension Transfer
Education Planning
Insurance Planning
RRSP
TFSA
RESP
IPP
Mortgage Broker
Financial Planner
Business Service

Methods of Payment

Cheque

Languages Spoken

English
Mandarin
French

Brands Carried

Royal Bank Funds
Toronto Dominon Asset Management
CIBC Asset Management
B.M.O Asset Management
CI Investment
Fidelity Investments
Sentry Investments
National Bank Investments
Beutel Goodman
Manulife
Canada Life
Transamerica Life Canada
RBC Insurance
BMO Insurance
Foresters
Canadian Protection Plan

Others

Credentials/Associations
Financial Planning Firm
Financial Securtiy Advisor
Mutual Fund Advisor