As an IIROC and Autorité des Marchés Financiers member, Yves is a Financial Security Advisor and Financial Planner with Equipe Major at Outremont’s branch for Assante Wealth Management.

Sustainable Development and Responsible Investments : Yves will strive to build the portfolio that suits your convictions and commitments, such as Fossil-Free investments, Gender Equality investments,…

Yves will help you regarding :
– Registered Accounts (TFSA, RRSP, RESP, LIRA,…)
– Non-registered Accounts
– Private Wealth solutions
– Life, disability, critical illness insurance

Tel: 514-993-6670

Email: yrazafi@assante.com

LinkedIn : Linkedin.com/in/yvesrazafindrazaka

Services Offered in RI
  • Financial planning
  • Will & Estate planning
  • Insurance & risk planning
  • Taxation planning
  • Investment management
  • Charitable giving
  • Small business planning
Minimum Account Size

$100,000+

Investor Type Dealt With

Individual

Type of License

IIROC

Autorité des marchés financiers

Chambre de la sécurité financière

Provinces Licensed In
  • Quebec