Joel Arsenault Email and Phone Number

As a Financial Planner, Investment & Retirement Planning at BMO Financial Group, I can help you define your financial objectives and develop a personalized strategy to meet your goals. The process of building a solid foundation for the future can be easy with the help of a qualified professional like myself.Do you have investments, but lack a long-term plan?The Value I AddIn working with you, I can help you navigate the financial markets, economy, and investing environment. I can recommend strategies that will help you optimize the return potential of your portfolio while helping you manage risk. Together we will focus on meeting your needs and priorities through effective financial planning strategies. My process includes:* Helping you identify your personal short and long-term goals;* Developing an appropriate personalized investment plan; and* Reassessing your plan as your circumstances change.

By analyzing your current situation, weather its buying a house, starting a new family or running a business, I can help build a solid financial plan that best meets your needs. My plan for the next 5 years is to keep expanding my knowledge and experience as a Financial Planner. I will definitely continue with my education, but more important, I want to be able to provide my clients with the best and up to date strategies possible.

The Co-operators is a Financial Institution. I served client as they came in with their specific insurance and retirement needs. I did gain good experience managing a clientele and tackling the different types of needs.