Zagari Simpson & Associates Inc

Name: Zagari Simpson & Associates Inc
Address: Pointe-Claire, QC, H9S 4H4
Telephone: 514-419-5399

Pointe-Claire, QC H9S 4H4

514-419-5399

We are a wealth management company who work with a select group of individuals and business owners who strive for financial independence. We follow our my planning process which provides clients with peace of mind in relation to their personal financial situation. Our process is educational in nature and allows our clients to understand their options and make informed decisions. We provide our clients with a written financial plan to understand where they are today in relation to where they want to be. Our plans are designed to make sure our clients arrive at their goals on time and safely. Our my planning process is designed to inform our clients of their options so they can make the best decision for themselves and their family.

Zagari Simpson & Associates Inc - Pointe-Claire, QC

Situated in Pointe-Claire, Zagari Simpson & Associates Inc is a merchant in the investment advisory services section of Canpages.ca online directory.

Please call 514-419-5399 to contact Zagari Simpson & Associates Inc that is close to your area.

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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
mortgage broker
TFSA
RRSP
RESP
IPP

Methods of Payment

Cash
Cheque

Languages Spoken

English
French
Mandarin

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
Manulife
Canada Life
Transamerica Life Canada
RBC Insurance
BMO insurance
Foresters
Canadian Protection Plan
Beutel Goodman