Financial Services Financiers GC
Contacts
- financialservicesfinanciersgc.simplybook.me
- Financial Services GC, Montréal, QC, 5150 rue Buchan, Suite 3310
Opening hours
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الأحد
يوم عطلة
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الإثنين
09:00 - 21:00
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الثلاثاء
09:00 - 21:00
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الأربعاء
09:00 - 21:00
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الخميس
09:00 - 21:00
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الجمعة
09:00 - 21:00
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السبت
يوم عطلة
About the company
I became a financial security advisor to help everyday people, like you and me, achieve financial independence and achieve the hopes and dreams they have for their future, whether that's retirement, or putting a down payment on a new home, or planning a dream vacation, or perhaps their future education. Whatever your financial dreams might be, you need a plan to get there, and as your financial security advisor, I can be your coach to help you stay on track.Our team
Greg Crisp
Financial Services Financiers GC
Montréal, QC, 5150 rue Buchan, Suite 3310
Greg Crisp
I became a financial security advisor to help everyday people, like you and me, achieve financial independence and achieve the hopes and dreams they have for their future, whether that's retirement, or putting a down payment on a new home, or planning a dream vacation, or perhaps their future education. Whatever your financial dreams might be, you need a plan to get there, and as your financial security advisor, I can be your coach to help you stay on track.
Top services
PHOENIX - Renewed Vision
90 دقيقة
Book PHOENIX if it's been ages since you talked to an advisor (over 12 months).Welcome! I have this saying: I want to be your financial coach for life. This is not a once and done experience. This is rubber hits the road
Financial Services Financiers GC
Montréal, QC, 5150 rue Buchan, Suite 3310
PHOENIX - Renewed Vision
Book PHOENIX if it's been ages since you talked to an advisor (over 12 months).
Welcome! I have this saying: I want to be your financial coach for life. This is not a once and done experience. This is rubber hits the road. Are you ready to take charge of your financial future? Let's get together and reignite the fire from the ashes of the old.
I need to get to know you and your goals be they owning a home or planning for retirement We will set a plan to get you to your financial dreams and make sure you're staying on track. Correcting course when necessary, and seeing you through for the long-haul.
I succeed when you succeed. Keeping you on track until you cross the finish line by achieving your financial dreams. That's what I mean by being your financial coach for life.
LET'S GET STARTED!
AURORA - A Brand New You!
90 دقيقة
Book AURORA if you're new to finances, or if you're overwhelmed and not sure where to begin. Congratulations! This is a great day because you're taking charge of your future. Oscar Wilde said: Everyone keeps complaining about the weat
Financial Services Financiers GC
Montréal, QC, 5150 rue Buchan, Suite 3310
AURORA - A Brand New You!
Book AURORA if you're new to finances, or if you're overwhelmed and not sure where to begin. Congratulations! This is a great day because you're taking charge of your future.
Oscar Wilde said: Everyone keeps complaining about the weather but no one seems to be doing anything about it. Well another thing most Canadians aren't doing anything about is their financial future. The regulations are complicated, and it's not easy knowing where to begin. How do you know what is right for you?
I can help you simplify what appears complicated so you can clearly set your objectives. Then I will help you draw out the roadmap, and make sure you're staying on track with your plans. Correcting course when necessary, and seeing you through for the long-haul.
I succeed when you succeed. Keeping you on track until you cross the finish line by achieving your financial dreams. That's what I mean by being your financial coach for life.
LET'S GET STARTED!
LAO TZE - One Small Step
60 دقيقة
Book LAO TZE - if you need to slow down. If you need FOCUS. Do one thing at a time. If everything is overwhelming and you need to take a step back and regroup, this one's for you.Sometimes the big objectives are too much. They're too far away.
Financial Services Financiers GC
Montréal, QC, 5150 rue Buchan, Suite 3310
LAO TZE - One Small Step
Book LAO TZE - if you need to slow down. If you need FOCUS. Do one thing at a time. If everything is overwhelming and you need to take a step back and regroup, this one's for you.
Sometimes the big objectives are too much. They're too far away. It is important to have small steps that start us off on the road keep us in motion along the journey.
This refresher conversation will get the momentum going. We'll tackle that "next on your to-do list" item financial project. Emergency Fund, Education plan, Downpayment on a house. A vacation account for escapting winter!
There's nothing like completing a "one-off" pet project to recreate a spark. It's all accomplishement! Sometimes it's good to have a pep talk, sometimes it's good just to know what your marching orders are!
This shorter meeting will give you both a clear idea where you're headed, with renewed enthusiasm to accopmlish the task. You're practically there! All there is to do is follow the path - and bask in your success!
You need a win in your column. I can help you identify some shorter term goals that you can accomplish and build up your confidence as you master your skills at managing your finanaces.
WAX ON WAX OFF
JACOB'S LADDER - Laddered-up Win-win partnership
60 دقيقة
Book JACOB'S LADDER if I am connecting you wtih a strategic partner.In this new century, It's not what you know... it's who you know! I am blessed to be connected with some incredible professionals both on my direct team but also partnerships b
Financial Services Financiers GC
Montréal, QC, 5150 rue Buchan, Suite 3310
JACOB'S LADDER - Laddered-up Win-win partnership
Book JACOB'S LADDER if I am connecting you wtih a strategic partner.
In this new century, It's not what you know... it's who you know! I am blessed to be connected with some incredible professionals both on my direct team but also partnerships built through professional relationships I have built over 20 years.
So here's my chance to play matchmaker - and don't worry I will be sure to stay in connection so you don't feel awkwardly abandoned. Rest assured I am putting you in good hands with leading service providers who have the best connections Whether you need legal advice for making a will, or if you need comparative quotes on Car or Home or Travel insurance. I can get you tax advice from an accountant or bookkeeper - and be sure to work with my Mortgage Broker who can save you thousands or more when you're next up for renewal. Maybe you just need the name of a reliable plumber... I'm delighted to share the benefits of my professional connections. We've got you covered.
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