Ta Planif
Finance · Canada · 1-10 Employees
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Overview
Headquarters
1145 Rue Du Maquignon, Bromont, Quebec, ...Phone Number
(450) 522-5930Website
www.taplanif.caRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
Feb
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May
ZI Rank
1
1
1
1
1
1
About Ta Planif
Ta Planif is an independent financial services firm that specializes in personalized financial planning and portfolio management. Their team of experts provides tailored strategies to help clients, primarily individuals aged 40 and above with assets of at least $250,000, achieve their financial goals, including retirement planning and tax optimization. The company emphasizes a client-centered approach, ensuring that each client's unique needs and priorities are at the forefront of their financial strategies. With a commitment to ongoing support and objective advice, Ta Planif aims to empower clients to make informed financial decisions throughout their lives.Explore more
Ta Planif Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
-
MB
Martin BouffardPrésident, Conseiller En Sécurité Financière, Représentant En éPargne Collective
Company Profile Activity
Activity Insights
Ta Planif is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Ta Planif is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Ta Planif.
Ta Planif Tech Stack
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Ta Planif is an independent financial services firm that specializes in personalized financial planning and portfolio management. Their team of experts provides tailored strategies to help clients, primarily individuals aged 40 and above with assets of at least $250,000, achieve their financial goals, including retirement planning and tax optimizat... Read More
