Category: | Point of interest, Establishment, Finance, |
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Address: | 7171 Rue Jean-Talon E Bureau 300, Montreal, QC H1M 3N2, Canada |
Postal code: | H1M 3N2 |
Phone: | (514) 617-9865 |
Website: | http://groupeplanico.com/ |
Monday: | 9:00 AM – 6:00 PM |
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Tuesday: | 9:00 AM – 6:00 PM |
Wednesday: | 9:00 AM – 6:00 PM |
Thursday: | 9:00 AM – 6:00 PM |
Friday: | 9:00 AM – 6:00 PM |
Saturday: | Closed |
Sunday: | Closed |
After having had other somewhat distressing previous experiences, Denis finally allowed us to see clearly with our financial and retirement goals. He was able to present us with the most beneficial options for our situation and sometimes making certain changes in our portfolio or in insurance can make a big difference in $$$. I would popularize its service offer by: Very attentive to everyone's needs, available and customer service oriented. I recommend!
Denis is a caring, friendly and knowledgeable financial planner. It is always a pleasure to meet with him to discuss our needs. With him, things are clear and simple.
Great Service, went above and beyond.