Coaching Financier Trek

Coaching Financier Trek

Financial-Services

Laval, (Québec)
Company Tagline

Croître. Profiter. Transmettre.

Industry Category
Financial-Services
Company Description

Coaching Financier Trek is a premier financial services firm dedicated to providing comprehensive financial solutions for professionals, businesses, and families. Founded in 2002, Coaching Financier Trek has built a strong reputation for delivering expert advice in financial, tax, and estate planning, as well as insurance, retirement, and investments.

Located at 4020 Louis-B. Mayer, bureau 308 Laval, (Québec) H7P 0J1, CA, Coaching Financier Trek is committed to helping clients achieve their financial goals through personalized strategies and tailored services. With a team of experienced advisors, Coaching Financier Trek ensures that all financial advice needs are met with the highest standards of professionalism and expertise. The firm also collaborates with legal and tax specialists to provide business owners with the support they need to secure their financial future.

Coaching Financier Trek offers a wide range of insurance products, including segregated fund policies, and mutual fund products are available through Investia Financial Services Inc. Coaching Financier Trek continues to grow and innovate, always placing the client's financial well-being at the forefront. We invite the manager of Coaching Financier Trek to create a customized and exclusive company showcase and product listing on our platform to further enhance their market presence.

Coaching Financier Trek est une société de services financiers de premier plan dédiée à fournir des solutions financières complètes aux professionnels, aux entreprises et aux familles. Fondée en 2002, Coaching Financier Trek s'est forgé une solide réputation en fournissant des conseils d'experts en matière de planification financière, fiscale et successorale, ainsi qu'en matière d'assurances, de retraite et d'investissements.

Situé au 4020 Louis-B. Mayer, bureau 308 Laval, (Québec) H7P 0J1, CA, Coaching Financier Trek s'engage à aider ses clients à atteindre leurs objectifs financiers grâce à des stratégies personnalisées et des services adaptés. Avec une équipe de conseillers expérimentés, Coaching Financier Trek veille à ce que tous les besoins en matière de conseils financiers soient satisfaits avec les normes les plus élevées de professionnalisme et d'expertise. L'entreprise collabore également avec des spécialistes juridiques et fiscaux pour fournir aux propriétaires d'entreprises le soutien dont ils ont besoin pour assurer leur avenir financier.

Coaching Financier Trek offre une vaste gamme de produits d'assurance, y compris des polices de fonds distincts, et des produits de fonds communs de placement sont disponibles par l'entremise d'Investia Services financiers Inc. Coaching Financier Trek continue de croître et d'innover, en plaçant toujours le bien-être financier du client au premier plan. Nous invitons le responsable de Coaching Financier Trek à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin d'améliorer davantage leur présence sur le marché.

Key Personnel / Employees
Marc Thibodeau Chau-Phung Annie Tran Eric P. Tremblay Nathalie Perron aica cebs

Compare Companies Side by Side

Compare Coaching Financier Trek with 3 companies in Financial-Services

4 Companies
Comparison Field
Coaching Financier Trek
Coaching Financier Trek
Main Company
Kaydan Wealth Management
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Founded Year
1987 2001 2012
Company Size
11-50 11-50 11-50
City
Laval, (Québec) Fenton, MI New Berlin, Wisconsin Camp Hill, PA
Country
United States United States
Skills & Keywords Comparing with main company
17 Total Skills
Financial Planning Wealth Management Retirement Planning Investment Strategies Tax Planning Insurance Services Estate Planning Stratégies fiscales Gestion du patrimoine Insurance Investissements Financial Strategies Investments Planification de la retraite Planification financière et successorale Assurances Asset Management
10 Total 10 Unique
Unique Skills:
401(k) Monitoring Advanced Planning Engineers Executive & Corporate Services Investment Consulting Mobility Technology Industry +4
5 Total 5 Unique
Unique Skills:
Fiduciary Financial Advisor Retirement Plans Strategic Planning Wealth
14 Total 1 Common 13 Unique
Match 6%
Common Skills:
Estate Planning
Unique Skills:
401(k) Retirement Savings Plans Alternative Investments Bonds Business Planning Disability Insurance Finance +7
4
Total Companies
1987
Oldest Founded
1
Countries
43
Unique Skills

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Alternative Company Names

This company is also known as

Coaching Financier Trek 金融教练徒步旅行 कोचिंग फाइनेंसर ट्रेक التدريب المالي تريك Коучинг Финансье Трек