Financial planning is a generic term that includes several aspects in the field of personal finances for which their integration provides customized solutions tailored for the needs of our clients.
The most frequently addressed aspects of financial planning are the following :
Financial planning is a dynamic process. Once the initial financial plan has been set up, periodical appointments are set up to ensure that your plan is aligned with your ever-changing financial situation.
Financial Planner with Gestion JF Clement
Financial security advisor with Gestion JF Clement
Mutual funds representative with Investia Financial services inc.
Conseiller en fonds d’investissement, inscrit auprès d’Investia services financiers inc.
As financial Planner since 1995, Jean-Francois has established over the years a strong relationship with over 250 clients. His understanding of the key elements for asset growth as well as estate value optimization have positioned him as reliable and competent resource to his clients.