Here at Bobkowicz Advisory, we provide the following financial services to ensure your future goals are met and that your life events are taken care of so you can lead a stress-free life.
Our specialty: Making it easier for you to manage your finances, no matter what your needs, goals or situation are.
Our wide range of services allows us to tailor our recommendations to each profile and work together to find the best solution for you.
To ensure that your wishes are respected, you must have a succession plan and an updated will. This will help avoid many difficult issues for your beneficiaries.
Good financial planning** includes a comprehensive and objective analysis of your financial situation, as well as an action plan and recommendations that can help you enhance your Wealth and achieve a certain level of financial independence.
While having to pay taxes is a certainty, there are several investment stratégies that can help you minimize your tax burden, whether at the time of the investment or upon its disbursement.
Whether you're looking for a solution for your everyday transactions, your financing needs or any other particular need you may have, we can help.
We all hope to live long and healthy. However, we can't predict what the future holds, and that is why having life insurance can make all the difference for your peace of mind, and that of your loved ones.
Personal Risk Management
We manage your portfolio in a way that grows your assets consistently over the years, while making sure your risk tolerence needs are met.
Portfolio management consists in investng your assets in a way that seeks to grow your Financial Wealth over time, or to reach specific Financial objectives to carry out future projects.
Let us help you become home owners by helping you find the right loan and rate for you.
*Certain of these services are provided by our partner National Bank
**In Québec, Financial planning services are provided by IQPF-registered advisors.