loader image

Nolos financial services

Nolos, a multidisciplinary firm operating in the legal, financial, and estate fields, acts notably as a Financial Services Firm (registered with the Autorité des marchés financiers of Quebec under number #607398). As such, Nolos offers a wide range of financial services with a team of professionals while ensuring compliance control of these professionals’ activities.

Nolos also acts as a General Agent for other financial services firms or registrants, such as insurance brokers. In this capacity, Nolos serves as an authorized intermediary between, on one hand, financial institutions and insurance companies, and on the other hand, financial services firms and other registrants, chosen selectively.

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

Our financial advisors are available to serve and assist families by guiding them through their financial, legal, and estate planning, all under one roof, whether in-person, by phone, or virtually.

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.

Other services

Services
Juridiques

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

Services
philanthropiques

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

Services
éducatifs

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

Services
Legal

Make an appointment section

Make an appointment
Case à cocher *
Captcha