Financial 360 is a multidisciplinary financial planning firm offering specialized consulting services.Our expertise: Financial & Estate Planning, Wealth Management, Insurance and Financing.We successfully help business owners, professionals and families better understand the dynamics between wealth, financial decisions and life events.We are proud to be 100% independent and work with all Canadian financial institutions, insurance and investment companies to guide clients to the most appropriate solution for their needs.Our strength: Full market access for all your financial needs.A team of professionals at the top of their careers.The 360 experience: A comprehensive, holistic and client oriented approach.We involve all our specialists to provide a global and structured process of optimizing your financial situation and wealth, according to your constraints and personal goals.Our priority: YOUR SUCCESS. No compromise will ever be made on our independence and the transparency of our recommendations.At Financial 360, we are clearly focused on quality over quantity and thrive to deliver the private banking experience to all our clients.

• Managed the most successful team in the branch and ranked in the top 10 teams in the province.• Provided tailored financial services to individuals, focusing on investment solutions that align with each client’s financial profile.• Specialized in retirement vehicles such as RRSP, RRIF, RESP, and annuities, alongside estate and tax planning.• Developed comprehensive financial strategies by evaluating client needs, objectives, and risk tolerance.• Collaborated with key professionals like real estate agents, lawyers, accountants, and mortgage brokers to implement holistic financial plans.

Real Estate Management // REIT’s // Commercial & Multi-Residential