Jonathan Marcil Email & Phone Number

I know that sometimes we tend to sweep money matters under the rug, and we don’t always have time to set up investment strategies or look into tax-saving tips. Let me lift this burden off you. By developing a trust-based relationship, my goal is to help you reduce stress and contribute to getting you richer, while you devote your time and energy to things you are passionate about. 🎯 My aim is to improve your financial situation or that of your company, both in terms of group insurance and investment products. I am committed to putting forward all available solutions that will maximize and ensure your financial security. If you see fit to accept this free financial planning offer, my service will guide you, like a GPS, along the path to achieving your financial goals. I have been in business for over 15 years, and spent 6 as a financial security advisor. Yet, even before making the leap into financial services, the need to help people, to make them feel comfortable and to have a positive impact in their lives has always been a top priority. Whether it be in terms of my volunteer work or in the financial sector, I have always sought to develop my interpersonal skills and to better serve my community. Being attentive to the challenges of those around me has allowed me to better understand the issues involved in wealth management, retirement planning and insurance products, both in the professional and private spheres. As a holder of three licenses, namely financial security advisor, group savings representative and group life and health insurance representative, my role is to optimize your financial planning. After a single conversation, I will make sure to offer you: ✅ A free and simple service;✅ Recommendations based on your needs and budget;✅ A strategic plan focused on optimizing your financial situation;✅ Efficiency in your investment portfolio according to your investor profile.If boating, sailing, travel and sports are only some of the things that enhance my ability to put forth a methodical financial approach, then it would be a pleasure to apply my skills and offer you just that! The ball is in your court! Looking forward to working with you, Jonathan Marcil President @ Services Financiers J.Marcil Inc.Affiliate @ Sunlife

Listed skills include Entrepreneurship, Marketing Strategy, Vente, Service Client, and 6 others.

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