Zagari + Simpson
Financial Services · 11 Employees
Phone Number: 15144195399
Email Address: esimpson@mandevillepc.com
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About
Zagari+Simpson is a family wealth management office that provides clients with timely and effective financial guidance to bring their dreams and life goals to fruition.
As a Mandeville Private Client Inc. partner, our securities dealer, we provide our clientele with broad access to a diversified suite of public and private investment options.
With rigorous analysis and planning, we will help you focus on present opportunities and build your future through the comprehensive application of individualized financial growth strategies.
Year Founded
2011
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Industry
Financial Services
HQ Location
3100 Boulevard de la Côte-Vertu
505
Montreal, Quebec H4R 2J8, CA
Keywords
Cash Flow ManagementInvestment ManagementOAS & QPP Pension Planning StrategiesRetirement Plan Options at age 55+65Understanding RRSP/TFSA ChoicesInsuranceDebt Reductionand Tax Minimization
Location
- 3100 Boulevard de la Côte-Vertu 505 Montreal, Quebec H4R 2J8, CA
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warhol@zagari-simpson.com
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