Gabriel Girard

Gabriel Girard

Gabriel Girard is a professional with 7.8 years of experience in the finance industry. Based in Canada, he is dedicated to helping clients achieve their financial goals. Gabriel has worked at Coaching Financier Trek as a Financial Advisor in the Finance department since January 2016. Coaching Financier Trek is a financial services company with 11-50 employees. .Read More
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Coaching Financier Trek

present

Fondé en 2002, Coaching Financier Trek est un cabinet indépendant spécialisé en services financiers qui apporte des conseils aux professionnels, aux entreprises et aux familles. Nos principaux secteurs d’expertise sont la planification financière, fiscale et successorale, les assurances, la retraite et les investissements. Notre équipe compte sur la présence de plusieurs conseillers d’expérience qui couvrent l’ensemble des besoins en matière de conseils financiers ainsi que d’un avocat et fiscaliste qui travaille en étroite collaboration avec les propriétaires d’entreprises afin de les aider à sécuriser leur avenir financier. Les produits d’assurance, y compris les polices de fonds distincts, sont offerts par l’entremise de Coaching Financier Trek et les produits de fonds communs de placement sont offerts par l’entremise d’Investia Services financiers Inc. ____________________ Founded in 2002, Coaching Financier Trek is an independent firm specialized in financial services that provides advice to professionals, businesses and families. Our main areas of expertise are financial, tax and estate planning, insurance, retirement and investments. Our team relies on the presence of several experienced advisors who cover all financial advice needs as well as a lawyer and tax specialist who works closely with business owners to help them secure their financial future. Insurance products, including segregated fund policies, are offered through Coaching Financier Trek and mutual fund products are offered through Investia Financial Services Inc.

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Professional Background of Gabriel Girard

- Conducted comprehensive financial forecasts to safeguard financial assets and improve financial stability for clients.

- Developed comprehensive financial planning strategies to mitigate potential financial risks and support sustainable growth.

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