PLANICO ― Financial services firm.
Greater Montreal Financial Planner
Financial Planner in Montreal and surroundings. Your interests, goals and success are my priority, whether it’s corporate, personal, insurance or investment financial planning. You will fall in love with my proactive and objective transparent approach to establishing your financial planning strategies.
We proudly serve our customers in the Greater Montreal Area
Enjoy a strategic meeting now!
Our opening hours
Monday – Friday : 8AM – 5PM
Our financial planner services
An action plan facilitates implementation.
Plan and Prosper
Without financial planning, it is much more difficult to take action. In the Greater Montreal, North Shore and Suid Shore region, with individuals and entrepreneurs, our extensive experience in the financial field will allow you to achieve your goals more easily and quickly. And this in a clear, proactive and transparent way.
The impact of a financial planner in your life
A Well-Deserved Retirement
You deserve the serene and peaceful retirement you dream of. Without the establishment of a suitable financial strategy, it is practically impossible to achieve this. With the analysis of your situation and your objectives, it will be much easier to plan your future, to obtain a tailor-made financial and disbursement plan in order to optimize the tax efficiency of your portfolio.
Anticipating the Unexpected
The unexpected is part of life (disability, critical illness, death, etc.). By taking advantage of the expertise of our financial services firm, we can protect ourselves and minimize the impacts of these. With Planico, you can take advantage of our large network of partners (IA Financial Group and PPI Insurance and Investment) which gives you access to personalized coverage adapted to your needs.
Group Insurance
Without employees, your business can suffer. It is important to take care of them as they take care of you, in order to ensure their retention. Group insurance has many benefits for the well-being, health and performance of your employees. So that you can keep them and they are happy to stay, offer them the coverage adapted to their needs with Planico’s partners.
Let’s get to know each other first and foremost.
Who are we?
Results in achieving your PERSONAL financial goals.
Planico’s expertise,
– President, B.A.A. and Financial Planner.
I help entrepreneurs and professionals who do not have the time or expertise to carefully and strategically take care of their personal and corporate finances.
Without working together with a financial planner, it will be difficult for you to get through all the complexity related to your finances (as much in legal, estate, tax, financial, retirement and protection) Do not worry, you are not alone.
Call on an external professional who will analyze your situation from a different angle and advise you accordingly.
“My mission is to help entrepreneurs and professionals equip themselves with the best possible financial strategies in order to protect, grow and enjoy their wealth. Having been an entrepreneur all my life, I have discovered that it is essential and much more effective to surround ourselves with qualified professionals to help us avoid multiple very costly mistakes in the business world.”
Maybe you’ve dealt with a Financial Planner or Financial Security Advisor in the past, but quickly realized that the after-sales service didn’t live up to the promises you received. I totally understand you.
The simplest, most effective and least expensive solution is to contact us and schedule a strategic meeting with one of our qualified advisors who will guide you in a transparent, objective and proactive way.
I would like to introduce you to Planico Financial Services Firm. Where transparency, objectivity, proactivity and results are at the rendezvous. Finally, a cabinet that is true.
Denis
Planico Financial Services
Personal or corporate financial planning? Insurance needs? Whatever your goals, adopting a global vision will allow us to build the tailor-made strategy that will meet your needs. We serve our customers in the Montreal, North Shore and South Shore areas.
Financial planning
It all starts with a dream. Any goal without a plan is just a wish. A dream with a plan becomes attainable. Financial planning is an approach that will allow you to get to your destination more efficiently, safely and quickly. Just as GPS helps you travel, the financial planner guides you through the establishment of your project.
Investments
Saving is good, but investing is better. When you save without investing, it’s just like spending. Inflation will take over at some point. Luckily for you, our multiple investment options will allow you to grow your money, achieve your goals, realize your projects and enjoy your retirement peacefully.
Insurance
Protect yourself and minimize the impacts of the unexpected with insurance. As a doctor would tell you, prevention is better than cure. Take advantage of our extensive network of partners who give you access to almost all the protections available on the market. Your financial planner can advise you on finding the right coverage that meets your needs.
Group insurance
Without employees, your business can suffer. It is important to take care of them, and to ensure their retention. Group insurance has many benefits for the well-being, health and performance of your employees. Group insurance is also very useful to keep your best employees and hire your future rare pearls.
Let’s get to know each other first and foremost.
Proud partner of
Thanks to our large network of partners, you will be able to benefit from products that will meet your specific needs.
Let’s get to know each other first and foremost.
What our customers think of us
PLANICO
7171 Rue Jean-Talon Est Bureau 300, Montreal
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Après avoir eu d'autres expériences antérieures un peu désolantes, Denis nous a enfin permis de voir clair avec nos objectifs financiers et de retraite. Il a su nous présenter les options les plus bénéfiques pour notre situation et … More parfois, le fait de faire certains changements dans notre portefeuille ou en assurances peut faire une grande différence en $$$. Je vulgariserais son offre de service par: Très attentionné sur les besoins de chacun, disponible et orienté service-client. Je recommande!
