Depuis 1999, le Martella Group (Michael Martella) aide les familles et les entreprises multinationales canadiennes à établir des plans fiscaux et de gestion de patrimoine complexes. Gestion de portefeuille traditionnelle, solutions non traditionnelles, stratégies de gestion de patrimoine avancées, besoins complexes de planification successorale. Nos stratégies sont adaptées à votre situation unique. Services transfrontaliers, structures d’entreprise multiples complexes ou services de bureau de gestion familiale, nous comprenons vos besoins et pouvons y répondre. En tirant parti de la Banque CIBC, nous pouvons offrir à nos clients les meilleures solutions possibles dans le monde bancaire. Découvrez pourquoi le Martella Group est unique à tous égards.
Spécialités
Placements, planification successorale, gestion de patrimoine, protection du patrimoine, création de patrimoine, feuille de route financière, médecins, dentistes, entrepreneurs, planification fiscale, flux de trésorerie, placements non traditionnels, immobilier, BCP, assurance, planification des affaires, transition d’entreprise, résidents des États-Unis, services transfrontaliers et stratégie d’entreprise
---
Since 1999 Martella Group (Michael Martella) has been helping Canadian families and multinational enterprises with complex wealth and tax plans. Traditional portfolio management, alternative solutions, advanced wealth strategies, complex estate planning needs. Our strategies are tailored to your unique situation. Cross border, complex multi corporate structures or family office services, we have and can handle your needs. Leveraging CIBC allows us to offer our clients the best poss
Our strategies are tailored to your unique situation. Cross border, complexe multi corporate structures or family office services, we have and can handle your needs.
https://www.cibc.com/content/dam/pwm-public-assets/documents/pdfs/social-media-disclaimer-fr.pdf
Company Details
- Founded
- -
- Address
- Montreal, Quebec, Ca
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://www.michaelmartella.com
- Keywords
- Investments, Estate planning, Wealth Managment, Wealth protection, Wealth creation, financial roadmap, doctors, dentists, entrepreneurs, tax planning, cash flow, alternative investments, real estate, PPNs, insurance, business planning, business transition, US residents, crossboarder, Corporate strategy.
- HQ
- Montreal, Quebec
Martella Group Questions
Martella Group's website is https://www.michaelmartella.com
Martella Group's LinkedIn profile is https://ca.linkedin.com/company/martella-group
Martella Group's industry is
Financial Services
Martella Group's top competitors are
The Belliveau Group Inc.,
Keys Agence Immobilière,
Martella Srl,
Frères Filippone,
Équipe Fred Et Max, Courtiers Immobiliers,
Ose Numérique,
Maii Photographie,
Vaillancourt & Associés,
Omni Design By Limage,
Bloomtalent Group.
Martella Group's categories are Financial Services
Martella Group's founding year is 1999
