FINANCIAL SERVICES
About Us
We work with business owners, executives, and high net worth individuals as specialists in implementing risk management, income and capital enhancement strategies. Our personalized approach is designed 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 assisted hundreds of business owners to benefit from recurring savings and tax advantages. This has enabled us to build a loyal following of satisfied clients.
Our mission is to empower our clients by providing tailored financial solutions that align with their unique goals and aspirations. We strive to be their trusted partner on their financial journey, offering expert advice, transparency, and integrity at every step.
Our vision is to be the premier financial Security Advisory firm known for its unwavering commitment to client success. We envision a future where our clients achieve financial freedom, make informed decisions, and confidently navigate life's financial complexities.
Our core value is building a lasting relationships based on trust, honesty, and open communication.
Charities: We contribute to the community through charities that raise much-needed funds for Cancer Research, The Montreal's Children's Hospital, Plan International, and the Lakeshore General Hospital.
Agostino Iermieri
Under the leadership of Founder and President, Agostino Iermieri, Averton FS is committed to delivering a high level of competence, integrity, and proactivity, tailoring their services to meet the specific objectives of his clients.
The company's vision is to be a leader and innovator in helping business owners navigate the challenges of the 21st century, applying expertise in risk management and income and capital enhancement.
Iermieri's work extends beyond his business endeavors, as he contributes to the community through charities that support Cancer Research and the Montreal Children’s Hospital. His dedication to his clients and community has built a loyal following and established his reputation as a trusted advisor in the financial services industry.
AVERTON
FINANCIAL SERVICES
