Approach

Our approach: Simplify the financial planning stages of your life projects, with peace of mind

As soon as you become a customer of the Vaudreuil-Dorion Financial Center, you are taken care of. All our resources are mobilized to assist you in the process of preparing your financial strategy. Two meetings are planned to offer you a personalized and profitable strategy.

1st meeting

Presentation of our services, our team, our approach.

Collect of information about your expectations, your personal goals, your challenges, etc., to better know you and create your investor profile.

Assessment and definition of your financial goals.

2nd meeting

Présentation of our analysis. Delivery of our proposals. Setting up different strategies to reach your goals.

Periodic follow-ups

(for maximum efficiency) Checking and adjusting the game plan following the update of your situation. Assessment of the situation in relation to the objectives set and revision if necessary. Planning the next steps.

«Sound management of your personal finances is the key to gaining financial autonomy, achieving your goals and making your dreams a reality.»

Source: https://www.iqpf.org/services-au-public

Responsibility