Portfolio Management | Blog
Whether it’s a Question of Portfolio Management, Insurance or Taxation, Planico Has You Covered.
Learn more about portfolio management, financial investments, best practices and mistakes to avoid.
Who Are We?
Achieving results towards your PERSONAL financial goals
We guide entrepreneurs and professionals who don’t have the time or expertise to carefully and strategically manage their personal and corporate finances. Unless you work in conjunction with a financial planner, it’ll be difficult for you to serenely get through all the complexities related to your finances (legal, estate, tax, financial, retirement and protection issues). Don’t worry, you’re not alone.
Call on professionals who can analyze your situation from a different angle and advise you accordingly.
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Our Areas of Expertise
Discover PLANICO’s Financial Services
Personal or corporate financial planning? Insurance needs? Whatever your objectives, a global vision will enable us to build a strategy tailored to your needs. We serve customers in the Montreal, Laval, North Shore and South Shore regions.
Thanks to our extensive network of partners, you can benefit from products that meet your specific needs.
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