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.
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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.
Company Details
- Employees
- 21
- Founded
- -
- Address
- 4020 Louis-B. Mayer, Bureau 308, Laval,(Québec) H7p 0j1,canada
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- coachingtrek.com
- Keywords
- Planification financière et successorale, Stratégies fiscales, Assurances, Gestion du patrimoine, Planification de la retraite, Investissements, Investments, Wealth Management, Retirement Planning, Insurance, Financial Strategies, Asset Management, Financial Planning.
- HQ
- Laval, (Québec)
- Competitors
- Groupe DeVimy Inc., FICC - Fonds d'Investissement de la Culture et des Communications, QG5 lieu d'affaires performant, Planico, Quartier B2B, TREK KORPO, Gestion Vigie - cabinet de services financiers, Réseau APCM - Association des professionnels de la communication et du marketing, Club Gymnix, Fondation Aléo.
Coaching Financier Trek Questions
Coaching Financier Trek's website is coachingtrek.com
Coaching Financier Trek's LinkedIn profile is https://ca.linkedin.com/company/coaching-financier-trek
Coaching Financier Trek has
21 employees.
View email and phone details for 21
employees at Coaching Financier Trek.
Coaching Financier Trek's industry is
Financial Services
Coaching Financier Trek's top competitors are
Groupe Devimy Inc.,
Ficc - Fonds D'investissement De La Culture Et Des Communications,
Qg5 Lieu D'affaires Performant,
Planico,
Quartier B2b,
Trek Korpo,
Gestion Vigie - Cabinet De Services Financiers,
Réseau Apcm - Association Des Professionnels De La Communication Et Du Marketing,
Club Gymnix,
Fondation Aléo.
Coaching Financier Trek's categories are Financial Services
Coaching Financier Trek's founding year is 2002
