Why use a professional?

Does your aunt or friend keep up with all the tax laws every year?

Do you know what a financial professional does?

Here are some important facts about financial security advisors.

What is our value?

The title of financial security advisor is recognized by the AMF for the sale of financial products and is regulated by the Chambre de la sécurité financière.

Studies, universities, regulatory authorities and consumer protection groups state that when a person has a financial advisor, he or she accumulates up to four times more assets over a longer period of time.

Finally, time is money!

To invest, it's all about starting with $1. You must then put in time, energy, discipline and be receptive to expert advice (notary, advisor, planner, etc.).

You must also determine your plan and your objectives. The advisor will accompany you over the years, on sunny days and on grey days.

Our job is to advise you, according to your situation, so that you can take advantage of all the opportunities on the market.

If you have any questions, do not hesitate to contact me.

Patrick Joseph Financial Services

Telephone: (514) 984-7508

patrick@patrickjosephservicesfinanciers.com