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Financial Security Advisor & Mutual Fund Repr...
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Investment Advisor
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Finvest
Finance · Canada · 1-10 Employees
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Overview
Headquarters
8920 Boul Pie-IX Suite 301, Montreal, Qu...Phone Number
(514) 376-7771Website
www.finvest.caRevenue
<$5 MillionIndustry
About Finvest
Finvest - Groupe Financier provides financial security and planning services for families and small businesses. The firm specializes in wealth protection, retirement planning, and investment strategies, offering products such as mutual funds, segregated funds, and guaranteed investments through Investia Services Financiers Inc. Its service portfolio includes tax and estate planning, corporate services for employee benefits, and real estate guidance for first-time homebuyers. Additionally, the company distributes various insurance products, including life, disability, critical illness, mortgage, long-term care, and travel insurance, to help clients manage financial risks and achieve long-term life goals.Explore more
Finvest Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Finvest
<$5M
1-10
Private
-
2003
ET
Elio TestaMutual Fund Investia Financial Services Inc Representative
Finvest Tech Stack
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Frequently Asked Questions Regarding Finvest
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Finvest - Groupe Financier provides financial security and planning services for families and small businesses. The firm specializes in wealth protection, retirement planning, and investment strategies, offering products such as mutual funds, segregated funds, and guaranteed investments through Investia Services Financiers Inc. Its service portfoli... Read More
