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Stephen Neville
Financial Planner, Financial Securities Advisor At Zagari, Simpson And Associates Inc at Zagari + Simpson
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Work Experience
Financial Planner, Financial Securities Advisor At Zagari, Simpson And Associates Inc
Sep 2013 - Present · 11 years and 4 months
peak investment sevices
Financial Planner; Financial Security Advisor; Mutual Funds Representative
Jun 2012 - Sep 2013 · 1 years and 3 months
Financial Planner, Financial Security Advisor
Mar 1999 - Jun 2012 · 13 years and 3 months
Company Details
11-50 Employees
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
Social Media
LinkedinTwitter
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
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