Fondé en 2002, Coaching Financier Trek est un cabinet indépendant spécialisé en services financiers qui apporte des conseils aux professionnels, aux entreprises et aux familles. Nos principaux secteurs d’expertise sont la planification financière, fiscale et successorale, les assurances, la retraite et les investissements. Notre équipe compte sur la présence de plusieurs conseillers d’expérience qui couvrent l’ensemble des besoins en matière de conseils financiers ainsi que d’un avocat et fiscaliste qui travaille en étroite collaboration avec les propriétaires d’entreprises afin de les aider à sécuriser leur avenir financier. Les produits d’assurance, y compris les polices de fonds distincts, sont offerts par l’entremise de Coaching Financier Trek et les produits de fonds communs de placement sont offerts par l’entremise d’Investia Services financiers Inc. ____________________ Founded in 2002, Coaching Financier Trek is an independent firm specialized in financial services that provides advice to professionals, businesses and families. Our main areas of expertise are financial, tax and estate planning, insurance, retirement and investments. Our team relies on the presence of several experienced advisors who cover all financial advice needs as well as a lawyer and tax specialist who works closely with business owners to help them secure their financial future. Insurance products, including segregated fund policies, are offered through Coaching Financier Trek and mutual fund products are offered through Investia Financial Services Inc.
View Top Employees from Coaching Financier TrekWebsite | http://www.coachingtrek.com/ |
Revenue | $4 million |
Employees | 24 (24 on RocketReach) |
Founded | 2002 |
Address | 4020 Louis-b. Mayer Bureau 308, Laval, Quebec H7P 0J1, CA |
Phone | (514) 334-8701 |
Fax | (514) 334-4928 |
Technologies |
JavaScript,
HTML,
Twitter
+16 more
(view full list)
|
Industry | Financial Services, Education General, Education |
Competitors | La Clinique Financière Inc |
SIC | SIC Code 829 Companies, SIC Code 82 Companies |
NAICS | NAICS Code 611 Companies, NAICS Code 61 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies |
Looking for a particular Coaching Financier Trek employee's phone or email?
The Coaching Financier Trek annual revenue was $4 million in 2024.
24 people are employed at Coaching Financier Trek.
Coaching Financier Trek is based in Laval, Quebec.
The NAICS codes for Coaching Financier Trek are [611, 61, 52, 523, 5239].
The SIC codes for Coaching Financier Trek are [829, 82].