steve-bourassa.com

Steve Bourassa - Financial Security Advisor with La Capitale Financial Group

Mutual funds representative *. 1 866 665-0500, 04694. LA CAPITALE FINANCIAL GROUP. Is a well-established Quebec mutual that was created by and for government employees in 1940 and still belongs to them today. That's why your La Capitale advisor is your partner of choice for finding personalized solutions designed to ensure your financial future and that of your loved ones. I'm proud to put my expertise at your service! Save money without paying taxes. I am at your service to. Option to pay your premiums.

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Steve Bourassa - Financial Security Advisor with La Capitale Financial Group | steve-bourassa.com Reviews

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Mutual funds representative *. 1 866 665-0500, 04694. LA CAPITALE FINANCIAL GROUP. Is a well-established Quebec mutual that was created by and for government employees in 1940 and still belongs to them today. That's why your La Capitale advisor is your partner of choice for finding personalized solutions designed to ensure your financial future and that of your loved ones. I'm proud to put my expertise at your service! Save money without paying taxes. I am at your service to. Option to pay your premiums.

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5 insurance

6 savings

7 loans

8 retirement

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Steve Bourassa - Financial Security Advisor with La Capitale Financial Group | steve-bourassa.com Reviews

https://steve-bourassa.com

Mutual funds representative *. 1 866 665-0500, 04694. LA CAPITALE FINANCIAL GROUP. Is a well-established Quebec mutual that was created by and for government employees in 1940 and still belongs to them today. That's why your La Capitale advisor is your partner of choice for finding personalized solutions designed to ensure your financial future and that of your loved ones. I'm proud to put my expertise at your service! Save money without paying taxes. I am at your service to. Option to pay your premiums.

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steve-bourassa.com

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Steve Bourassa - Savings and investment products

http://www.steve-bourassa.com/csc/epargne.do;jsessionid=B8E24491E46212B30180A2E80DEEB9E8

Mutual funds representative *. 1 866 665-0500, 04694. What are your goals? A good savings and investment strategy builds on your goals, projects, and investor profile. Finding a good product isn't hard, but identifying the strategy. That suits you best requires a more in-depth analysis. La Capitale offers both a range of quality products and access to my services as a financial planner to help make your dreams come true whatever they may be. Let's start at the beginning. Capital security above all else.

2

Steve Bourassa - Investor profile

http://www.steve-bourassa.com/csc/profil.do;jsessionid=B8E24491E46212B30180A2E80DEEB9E8

Mutual funds representative *. 1 866 665-0500, 04694. What is your investor profile. The first step to take before offering you any investment advice is to determine your. The question is not whether a particular investment is good, but rather whether it's right for you! No one should suggest making an investment before determining your investor profile using a recognized professional method. Your investor profile can be divided into parts that are easier to define separately. Here are the main ones:.

3

Steve Bourassa - Financial situation analysis

http://www.steve-bourassa.com/csc/asf.do;jsessionid=B8E24491E46212B30180A2E80DEEB9E8

Mutual funds representative *. 1 866 665-0500, 04694. The Financial Situation Analysis (FSA) is a practical financial tool that helps you gather all the information about your assets and employment-related benefits. It makes a careful record of everything from your group life insurance to your pension plan, the various government plans, and any other benefits to which you are entitled. Your La Capitale advisor's approach:. A) Listens to your needs, goals, and plans. B) Recommends a financial strategy tha...

4

Steve Bourassa - Financial strategy

http://www.steve-bourassa.com/csc/strategie.do;jsessionid=B8E24491E46212B30180A2E80DEEB9E8

Mutual funds representative *. 1 866 665-0500, 04694. Do you know the importance of having a good financial plan? To build a tailored financial strategy, it's best to start with a solid plan based on an analysis of your financial situation. There are many questions you should ask yourself. Here are a few examples:. How do I determine my life insurance needs? What's the difference between personal life insurance and group life insurance? Disability and health insurance. Will/Mandate in case of incapacity.

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Steve Bourassa - Payroll deductions

http://www.steve-bourassa.com/csc/retenue.do;jsessionid=B8E24491E46212B30180A2E80DEEB9E8

Mutual funds representative *. 1 866 665-0500, 04694. La Capitale offers this unique payment method, which allows you to spread out your insurance premiums (life, illness, auto, home, etc.), pay off your loans, and contribute to your RRSP or other investments directly through your pay. Much more advantageous than preauthorized payments because you are assured of having the funds required to make your payments and can change financial institutions worry-free. No risk of NSF cheques.

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Steve Bourassa - Financial Security Advisor with La Capitale Financial Group

Mutual funds representative *. 1 866 665-0500, 04694. LA CAPITALE FINANCIAL GROUP. Is a well-established Quebec mutual that was created by and for government employees in 1940 and still belongs to them today. That's why your La Capitale advisor is your partner of choice for finding personalized solutions designed to ensure your financial future and that of your loved ones. I'm proud to put my expertise at your service! Save money without paying taxes. I am at your service to. Option to pay your premiums.

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