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