Etienne Grandmont, Pl. Fin, MFA-P
Université Laval
Tell me more about Etienne Grandmont, Pl. Fin, MFA-P?
Etienne Grandmont, Pl. Fin, CIM, MFA-P is a highly experienced financial planner and consultant with 16.4 years of work experience. Based in Canada, he specializes in financial planning, particularly in integrated financial planning. With a dynamic and rigorous nature, Etienne excels in delivering successful financial plans and achieving objectives. He has a deep understanding of economics, fiscality, and fiscality, providing tailored financial planning and investment solutions to clients. Etienne's expertise lies in influencing clients' financial goals and implementing effective financial plans. He is also skilled in advising individuals and adapting to their financial situation. Contact him at [email protected] 819 461-6752.
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About
PLANIFICATEUR FINANCIER - CONSEILLER EN PLACEMENT - CONSEILLER EN SÉCURITÉ FINANCIÈRE Je possède une solide expérience dans le domaine financier, particulièrement en planification financière intégrée. Étant une personne dynamique et rigoureuse de nature, je suis de ceux qui croient que la meilleure manière de bâtir un avenir financier réussi, réaliser ses projets et atteindre ses objectifs, c’est d’avoir un bon plan de match et de le mettre en oeuvre. C’est pourquoi, en conservant toujours cette idée en tête, je me plais à accompagner mes clients à travers leur réussite. Mes connaissances approfondies de l’économie, des marchés et de la fiscalité me permettent de leur proposer des solutions de planification financière et d’investissement sur mesure adaptées à leur situation. D’un point de vue professionnel, la démarche que je propose à mes clients consiste à travailler avec eux à l'atteinte de leurs objectifs : • Effectuer un examen minutieux de leur situation • Préparer un plan financier • Présenter le plan d'action • Concrétiser sa mise en place • Assurer un suivi rigoureux de l’évolution de leur situation financière Vous souhaitez bénéficier de conseils personnalisés et adaptés à votre situation ? Contactez-moi pour en discuter : [email protected] 819 461-6752
...See MoreWork Experience
President
Financial Services
Etienne Grandmont, Pl. Fin, MFA-P's Professional Milestones
- President (2017-05-01~): Transformed the organization by implementing strategic initiatives and fostering a culture of success.
- Planificateur Financier (2015-12-01~): Chartered up a top-notch financial planner, delivering accurate and persuasive financial proposals for clients.
Education
Financial Planning And Services
2006-2009Certification
Colleagues
Peter Tsakiris, CIM
Portfolio Manager
Sophie Tadros
Investment Advisor, Assistant Branch Manager attached to PEAK Securities Inc.
Mitchell Mares
investment advisor attached to peak securities inc
Denis Pap
investment advisor conseiller en placements - valeurs mobilieres peak inc - peak securities inc
Frédéric Turcotte
cim md
Other Named Etienne Grandmont, Pl. Fin, MFA-P
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Etienne Grandmont, Pl. Fin, MFA-P works for PEAK Securities Inc.
Etienne Grandmont, Pl. Fin, MFA-P's role in PEAK Securities Inc. is President
Etienne Grandmont, Pl. Fin, MFA-P works in the industry of Financial Services
Etienne Grandmont, Pl. Fin, MFA-P's colleagues are Peter Tsakiris, CIM,Sophie Tadros,Mitchell Mares
Etienne Grandmont, Pl. Fin, MFA-P's latest job experience is President at PEAK Securities Inc.
Etienne Grandmont, Pl. Fin, MFA-P's latest education in Université Laval