Browse advisor profiles in Quebec whose stored advisor-specific public evidence directly references charitable giving and philanthropy. Profiles are displayed alphabetically. Inclusion is an evidence and location match, not a recommendation, ranking or suitability assessment.
Every profile below satisfies two independent filters: stored public location evidence for Quebec and advisor-specific public content directly matching charitable giving and philanthropy. Corporate-generic passages, testimonials and team-member biographies are excluded from qualification.
Senior Investment Advisor
QuebecHave you noticed how famous business leaders, actors and athletes all have their favourite charities? What is the benefit of charitable giving? How can you make the world a better place with philanthropy?
View published source ↗
Senior Wealth Advisor Financial Security Advisor
QuebecCall me to discuss any of the services mentioned below in more detail or get more information by visiting my comprehensive website . Tax planning Estate planning Insurance planning Retirement income planning Business succession planning Investment planning advice Cash flow and debt management Charitable giving
View published source ↗Financial Securities Advisor
Quebec…plan that encompasses your entire financial well-being, from investments and insurance, to tax planning and estate planning, to your personal and family wealth, to your business interests. Discover the Assante difference. Call me to discuss: Tax and estate planning Retirement income planning Business succession planning Investment planning advice Cash management Charitable giving Mortgage and debt management Insurance planning
View published source ↗
Financial Security Advisor Mutual Funds Representative
Quebec…plan that encompasses your entire financial well-being, from investments and insurance, to tax planning and estate planning, to your personal and family wealth, to your business interests. Discover the Assante difference. Call me to discuss: Tax and estate plannin Retirement income planning Business succession planning Investment planning advice Cash management Charitable giving Mortgage and debt management Insurance planning
View published source ↗
Senior Investment Advisor Financial Security Advisor
Quebec…lutions. Together with his dynamic team and strong network, he is able to properly advise clients and businesses throughout every phase in their lives. Having lost his father at a young age to Cancer, Joe is deeply rooted in trying to help and inspire others through healthy lifestyle choices. He volunteers his time to many charitable organizations and is committed to helping others achieve their philanthropic goals and causes.
View published source ↗
Assante advisor
QuebecIncluding charitable giving as part of your overall wealth plan can have many benefits for you, your heirs, and those in your local community or in countries around the world. Our wealth planning team can help you develop a personal strategy to bring your legacy to life. We help you to decide the best way to structure your estate, what type of trusts will be set up, how family assets will be transferred to your beneficiaries t…
View published source ↗Investment Advisor
Quebec…plan that encompasses your entire financial well-being, from investments and insurance, to tax planning and estate planning, to your personal and family wealth, to your business interests. Discover the Assante difference. Call me to discuss: Mortgage and debt management Insurance planning Tax and estate planning Retirement income planning Business succession planning Investment planning advice Cash management Charitable giving
View published source ↗