Financial services - Nolos

Nolos financial services

Nolos, a multidisciplinary firm specialises in the legal, financial and estate planning fields. It acts as a Master General Agent (MGA) registered with the Autorité des marchés financiers of Quebec (AMF # 607398).

Our advisors are available to consult and support families whether in person, on the phone or virtually by addressing there financial, legal, and estate planning needs all under one umbrella.
Nolos’ integrated holistic approach best serves our clients offering them a comprehensive perspective that is aligned with their core values for a greater outcome and impact.

With Nolos financial services you have access to the major Canadian financial institutions and a full range of products and services to meet all your needs. You also have access to a full range of legal, educational, and philanthropic services.

Services Offered

Financial services

About 56% of Canadians do not have a financial advisor. However, studies have shown that when a person has an advisor, they accumulate up to four times more assets compared to someone who does not.

Produits :

Services :

Financial situation analysis
Assessment of your savings and investment portfolio
Tailored financial strategy for successful growth
Comparative analysis and available solutions
Retirement planning
Estate planning
Financial planning
Legal services

Products :

Savings and investments (GIC, index accounts, investment funds, RRSPs, RESPs, RRIFs)
Insurance (life, health, and disability)
Advice and evolving recommendations
Legal and financial education webinars
Mortgages
Group Insurance

With Nolos financial services…

Expertise and specialization in financial planning, retirement plans and employee benefits. Our financial advisors hold the required provincial certifications and licenses and have in-depth knowledge of the financial services industry. They put their years of experience and their passion at your service.
Ease of doing business : Make an appointment online according to your availability and a Nolos advisor will meet you virtually to discuss your needs and answer your questions, no strings attached.
Access to several financial institutions and insurance companies : Our Nolos financial advisors deal with several financial institutions and insurance companies, which allows them to find the products that best meet your needs and your budget.
Personalized advice : Our financial advisors are keen to align your values and life principles with your financial goals, by developing a personalized, achievable, and forward plan. They will provide advice and recommend financial products and services according to each one’s situation, without obligation on your part.
Follow-up on your plan : Our financial advisors will re-evaluate your objectives while committing to support you in all your future needs.

Others products

Life insurance final expenses

Mortgage Life Insurance

Critical illness insurance

Disability Insurance

Financial planning

Estate planning

Savings and investments

Other services

Services
Juridiques

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Services
philanthropiques

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Services
éducatifs

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Services
Legal

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