Our services
Estate planning
Your estate plan will ensure that your wishes are respected. This will give you peace of mind knowing your loved ones are being taken care of with proper insurance and terminal tax planning while maximizing the legacy you will leave behind.
Business succession
Since your business most likely holds the key to your retirement income plan, we'll walk you through the process and work with your accounting and legal team to determine how to transfer your ownership while maximizing your personal financial security. We understand which planning tools can be implemented to give you the best strategy for your specific situation. Together, as a team, we'll cover all your angles and ensure awareness of all the details, the future and their impacts.
Investment planning
Planning is more than choosing how to invest your portfolio. We take pride in the thorough analysis that we'll perform on your current investment portfolio. We'll examine working pensions and pair them with a financial and retirement plan to maximize funds invested and minimize taxes.
Let's create a roadmap for your retirement together so that your dreams come true!
Insurance planning
Protect your hard-earned wealth, savings and future with proper insurance planning. Insurance is the foundation of any financial plan, so let's plan ahead and make sure to preserve your family's health and wealth.
Health and dental insurance planning (offered through approved collaborators)
Even though we have one of the best universal health care systems in the world, everyone has a personal health and dental plan for procedures and medications not covered by provincial public health insurance. Allow us to review and craft a plan that's right for you and your family.
Investments
- Registered Retirement Savings Plan (RRSP)
- Registered Retirement Income Fund (RRIF)
- Locked-in Retirement Account (LIRA)
- Locked-in Income Fund (LIF)
- Non-Registered Accounts
- Tax-Free Savings Account (TFSA)
- Registered Education Savings Plan (RESP)
- Business Investment Accounts
- Mutual Funds and Portfolios
- Private Investment Pools
“Mutual funds, and/or exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc. (“Investia”). Mutual funds, exempt market and exchange traded funds products are sold exclusively by Representatives who are licensed by provincial regulators and registered with Investia.
Commissions, trailing commissions, management fees and other expenses may be associated with mutual fund/exempt market/exchange traded funds products investments. Please read the Fund Fact or prospectus carefully before investing. Mutual fund, exempt market product investments and exchange traded funds are not guaranteed, their values change frequently, and their past performance may not be repeated.
Segregated fund products are offered through multiple carriers. Subject to any applicable death benefit guarantee, any part of the premium or other amount that is allocated to a segregated fund, is invested at the risk of the policy owner and may increase or decrease in value according to the fluctuations in the market value of the assets of the segregated fund.
Guaranteed Investment Certificates (GICs) are offered through Investia Financial Services Inc. and/or multiple carriers.”
Insurance
Life insurance
Critical illness insurance
Disability insurance
Health and dental insurance
Mortgage protection
Group life and health insurance
Guaranteed/simplified issue life insurance
Insurance products and services are offered through: Financial Horizons Group
Mortgage Services
We understand that purchasing a home is a major milestone in your life, and we are here to help you make that dream a reality. Our team of experienced mortgage professionals is dedicated to guiding you through every step of the mortgage process, from pre-approval to closing.
Click below to find your best rates with our mortgage partners.
Confidence for your future
With the trust required to choose your financial planner, making a decision shouldn’t be a guessing game. The Montreal Wealth Management team values the trust relationships we build with our clients. By asking you the right questions, being available and ready to answer yours, and showing you results, we offer you the peace of mind anyone can promise you and that we demonstrate daily.
Your future is our business, and your financial security is our bottom line. Choosing Montreal Wealth Management is an investment of your trust that guarantees our highest returns.
I have been dealing with Raffaele for my estate planning, insurance and investment needs for many years now and have the kind of confidence in him that I recommend his services to my clients and all of my clients have given me very positive feedback about his services.
-Nick
Access exceptional financial planning with the best insights in the industry.
Let's work together to achieve your financial goals.
Mutual funds are offered through Investia Financial Services Inc. The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.
RAFFAELE NARDI, Financial planner, mortgage broker and financial security advisor with Wealth Management R. Nardi Inc.
Mutual fund representative with Investia Financial Services Inc.
Call:
514-717-6227
Address:
6227 Villebois Saint Leonard QC H1S 1P7
E-mail:
raffaele.nardi@iainvestia.ca