RIA: Certified Mohamed Jelassi, M.Sc, Adm.A. RIS, Cerifié Prosci
Partenaire en développement des affaires | Business Development Partner
District Québec Nord-Ouest | Financière Sun Life
Courriel : mohamed.jelassi@sunlife.com | Cellulaire : 263 366-6954
955 boulevard Michèle-Bohec, Bureau 110, Blainville, QC J7C 5J6
3131 Blvd. Saint-Martin O #110, Laval, QC H7T 2Z5
201 rue du Terminus Ouest, bureau 1000, Rouyn-Noranda, Québec, J9X 2P7
Membre du comité consultatif sur la pratique des représentants (AMF)
Membre du comité de pilotage du projet: Dynamiques économiques des personnes immigrantes au Québec (INRS & CSF)
Member of the Advisory Committee on Representative Practices (AMF)
Member of the Steering Committee for the project: Economic Dynamics of Immigrants in Québec (INRS & CSF)
Services Offered in RI
- Taxation planning
- Investment management
- Succession planning
- Charitable giving
- Small business planning
- Other
- Financial planning
- Will & Estate planning
- Insurance & risk planning
Minimum Account Size
$500,000+
$1,000,000+
<$100,000
$100,000+
$250,000+
Investor Type Dealt With
Individual
Institutional
Type of License
Autorité des marchés financiers
Chambre de la sécurité financière
Other
Provinces Licensed In
- New Brunswick
- Newfoundland and Labrador
- Northwest Territories
- Nova Scotia
- Nunavut
- Ontario
- Prince Edward Island
- Quebec
- Saskatchewan
- Yukon
- Alberta
- British Columbia
- Manitoba