Planificateur Financier Indépendant | Marc-Olivier Desmarais
À titre de professionnel indépendant en finances personnelles, vous avez la liberté d'offrir des consultations et des mandats sur une base d'honoraires. De plus, vous avez la liberté de compléter votre offre de services avec différents permis en services financiers dans un réseau indépendant. Ceci vous donne accès à une vaste gamme de produits financiers, vous permettant de sélectionner les solutions les plus performantes et les plus adaptées aux besoins de vos clients. Contrairement à ceux qui travaillent au sein de réseaux captifs, vous n'aurez ni quotas de vente à atteindre ni pression pour promouvoir des produits spécifiques.
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- Planification Financière
- Planification de Retraite
- Gestion de Portefeuille
- Assurances de Personnes
Sentiment Analysis
He listens very well and his advice is wise and judicious.
Satisfied with our first meetings.
He is a planner who listens to our needs with good advice.
I highly recommend, objective opinions on our finances and informed advice!
Very good service, the planner of choice for stress-free financial planning.
Marc-Olivier is very friendly, competent, generous with his time, and he will put you at ease, all without judgment.
He is an experienced, reliable and competent advisor who I highly recommend.
Marc-Olivier listens and has the good of his clients at heart.
No matter your projects, your objectives, your goal In life Marc is the person you need for your game plan
Your approach and your popularization of the field are very suitable, even for those with less experience.
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