Privacy Policy

AVERTON 

Financial Services

WORKING WITH US

We take our clients through a process that we have developed and perfected over time. Our clients have indicated to us that it is this process along with the specialized proprietary solutions that we offer that set us apart.

1. DISCOVERY SESSION

This session seeks to understand the moving parts in an organization and how they interact. We will discover your objectives and pinpoint any areas of concern.

2. STRATEGY & RECOMMENDATIONS

We carefully consider which financial products best meet our clients’ needs and objectives. We optimize the results by considering corporate structure and tax.

3. IMPLEMENTATION & UNDERWRITING 

We begin the process of underwriting the insurance and choosing the appropriate investment product/strategy.

4. STEWARDSHIP

Plans and products are not static.  We review and adapt them on a regular basis. We will also guide you to take full advantage of changing fiscal and/or business opportunities as they present themselves.

CONTACT US | CONTACTEZ-NOUS 

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

T. 514.242.6822

© 2018 by AVERTON FINANCIAL SERVICES

Mutual funds and/or approved exempt market products are offered through Investia Financial Services Inc.

Insurance products are provided through multiple insurance carriers.

Les fonds communs de placement et/ou les produits du marché dispensé autorisés sont offerts par l’intermédiaire d’Investia Services financiers inc.

Les produits en assurance sont offerts par l’intermédiaire de plusieurs agents généraux.