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AVERTON 

Financial Services

Agostino Iermieri

Founder | President 

YOU'VE BUILT A BUSINESS,

WE HELP YOU BUILD A LEGACY

We work with business owners, executives, and high net worth individuals as specialists in risk management, income and capital enhancement strategies. Our personalized approach is designed and tailored to meet our clients’ specific objectives.

 

At Averton FS we refuse to take a cookie-cutter approach with clients because we realize that each client has their own unique financial goals and vision for their business and family. We help structure tax-free capital exit strategies, business succession, and estate preservation programs that minimize taxes, grow and protect assets, and reduce risks.

 

Over a career that spans a quarter century, our founder, Agostino Iermieri has successfully assisted hundreds of business owners with strategies that provide recurring savings and tax advantages. This has enabled us to build a loyal following of satisfied clients.

 

We contribute to the community through charities that raise much-needed funds for Cancer Research and the Montreal Children’s Hospital.

 
OUR
VALUES

We believe in delivering a high level of competence, integrity, and proactivity in working with our clients.

 

We do great work when nobody is looking.

OUR 
VISION

To become a leader and innovator in helping business owners face the challenges of doing business in the 21st century by applying our expertise in risk management, income and capital enhancement.

OUR
MISSION

Provide business owners with the “needle-moving” financial and risk management strategies that will make them financially bulletproof.

 

226-3767, Thimens Saint-Laurent, Québec H4R 1W4

T. 514.242.6822

© 2018 by AVERTON FINANCIAL SERVICES

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