Verified recordFinancial Services

Simon Boyer

Conseiller En Assurance Et Rentes Collectives at Ia Financial Group Industrial Alliance

Based in Montreal, Canada

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Seniority

Staff

Department

Finance & Accounting

Location

Montreal

Industry

Financial Services

Company size

9.7K

Contact information

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Email

1 credit

s•••••••@ia.ca

Phone

5 credits

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Background

About Simon Boyer

CONSEILLER EN SÉCURITÉ FINANCIÈRE - Protection du patrimoine : Assurance individuelle ( vie, invalidité, malagie-grave )- Maximisation des revenus : REER, CELI, PU etc- Planification de la retraite : RPA, FERR, CRI, fonds distincts et stratégies fiscales CONSEILLER EN ASSURANCES ET RENTES COLLECTIVES - Évaluation propre aux besoins du client - Préparation du cahier des charges et suivi au près des assureurs - Recommandation vis-à-vis du choix du régime adéquat - Accompagnement de l'employeur dans l'établissement et la mise en place du régime

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Simon Boyer Email & Phone Number @ Ia Financial Group Industrial Alliance | Kipplo Discover