Jonathan Khalil Email & Phone Number

Montreal, Qc, Ca

Montreal, Quebec, Canada

Rattaché à Groupe BVA Services Financiers / BVA Financial Service Group

Montreal, Quebec, Canada

Montreal, Canada Area

Services Financiers Groupe Investors Inc., Cabinet de services financiers

Expert en planification financière intégrée pour propriétaires d’entreprise et particuliers à l’approche de la retraite.

Grâce à notre équipe de spécialistes, nous vous offrons un service GLOBAL et des solutions calibrées spécialement pour vous. Nos clients se sentent en confiance par mon approche rigoureuse, transparente et PROACTIVE. Ils savent que nous avons à cœur LEURS intérêts!

• Optimisation fiscal (stratégie d’accumulation d’actif, stratégie salaire-dividende, assurances)
• Gestion professionnel d’actif (fonds communs, FNB, titres individuels)
• Planification détaillée de la retraite et du décaissement année par année
• Planification successorale

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Investors Group Financial Services Inc. - Financial Services Firm

Financial and tax planning for business owners, entrepreneurs, and professionals: based on net worth projections, I can help determine the right actions you need to take today, to ensure you optimize your financial needs in the future.

Investment portfolio planning: I can help ensure you have the right investments in the right place. Tax planning on investment income is crucial. Don't forgo your precious returns to the tax authorities. Careful considerations should be made to the passive nature of returns on investments.

Mortgage planning : Access to mortgage specialists and favorable rates through established partnerships.

Insurance needs: Most group insurances don't properly cover our needs. I can perform a needs analysis to uncover these gaps.
- Life insurance (Term and Permanent). Mortgage protection. Estate planning. Tax planning.
- Disability insurance. Protect your most valuable asset, you.
- Critical illness insurance.
- Long term care insurance.
- Group insurance.

Fairview Pointe-Claire

As a Scotiabank Investment Specialist, I am committed to helping my clients feel more confident in their financial future.

My clients define investment success – I help them get there with trusted advice and solutions that support their vision. Drawing on my investment expertise and financial planning experience, I build customized financial plans that help bring their investment and retirement goals to life. A tailored plan allows them to savour today while preparing for their needs and the needs of their family in the future. My clients also appreciate the flexibility of meeting at a time and location that works with their schedule.

Using a disciplined approach, I advise on the following valuable services:

- Goals/financial assessment
- Customized financial planning
- Tailored investment solutions
- Retirement and retirement income planning
- Tax-deferral strategies

I place a premium on partnerships to help my clients manage their entire financial picture, working with specialized professionals at Scotiabank for tax and estate planning, business succession and financing needs.

As a member of Scotiabank’s Investment Specialist team, my clients enjoy the peace of mind that comes with working with a leading Canadian financial services provider that is dedicated to helping customers become financially better off.

6510 Somerled Av, Montreal, Qc H4V 1S8

Financial Planners, Investment & Retirement Planning (FPIRP) are an accredited sales force focused on consolidating external investments from new and existing investment clients.. They contribute to meeting regional sales plans by acquiring new investment business and new investment clients through centres of influence, networks and client referrals and anchor clients with the appropriate sales person in the home of best fit within RBC . FPIRPs provide solutions and financial planning and advice through the delivery of the Your Future by Design Advice Experience (YFBD AE) to satisfy clients’ investment and retirement needs, leveraging RBC’s full range of expertise and identify other opportunities and refer.

600 De La Gauchetiere

In order to provide clinicians and their staff with an effective way to manage patient demographic and medical data, appointment and billing responsibilities and other clinical duties, MEDFAR International Inc., operating under MEDFAR Clinical Solutions, offers a comprehensive Clinical Management System incorporating, among others, software and hardware solutions and support, consulting services and training. This will allow health service providers and governmental agencies to minimize costs associated with the duplication of efforts within and between healthcare parties (clinics, hospitals, medical laboratories, etc.), lost or misplaced patient charts and paper-file storage space requirements.

Pl. Fin, Financial Planning And Services

Financial Planner, Financial Management Services, Professional Title

A financial planner is a personal financial professional, a generalist who analyses the complex and intricate aspects of a client’s.

B.Admin, Business Administration

Activities and Societies: Joined with Student Works Painting groupMinor in Management

Dec, Pure Science

Applied Science

Des, Pure Science

Studied Applied Science