Jonathan Audet Financial Planner is your specialist in financial planning in Charlevoix and Quebec City
Specialized in financial planning, collective saving representation and financial advice, the Jonathan Audet Financial Planner Company is able to offer full quality services to customers in Charlevoix and Quebec City. From your personal financial planning, to financial security advice, to life insurance brokerage, Jonathan Audet Financial Planner provides a turnkey service. Ensure the perfect financial management of your portfolio with a serious, and professional company.
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Comprehensive financial planning services
Jonathan Audet Financial Planner offers complete financial planning services, from the collection of your needs, to the finalization of your files. To deal with this company is also to ensure the independence vis-à-vis any institution, and therefore the guarantee of a fast file processing without any shadow. Jonathan Audet Financial Planner offers you the following services in Charlevoix and Quebec City:
In-depth analysis of investment and insurance needs and representation in group savings at Investia
Financial Security Advisor
Investment advice on mutual funds
Insurance brokerage (life insurance, salary insurance, travel insurance)
A tailored approach at competitive prices
The excellence of the approach to each new case is never done at your expense. This expertise allows Jonathan Audet Financial Planner to offer you professional services at very competitive prices.
The personalization of service is a central element of the satisfaction expressed by the customers of Jonathan Audet Financial Planner, that’s why home based studies are proposed to treat your files in the best possible conditions, and in all discretion.
Entrust financial planning to Jonathan Audet Financial Planner
You want to entrust the management of your financial planning to a respected professional in the community with confidence? Do not hesitate and choose Jonathan Audet Financial Planner! Feel free to call at (418) 435-5790
Monday to Friday by appointment / 8:30 to 16:30