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licensed independent financial security advisor offering a range of insurance and investment solutions
FINANCIAL SOLUTIONS FOR INDIVIDUALS, FAMILIES, AND BUSINESS OWNERS.
LIFE. VISITOR-TO-CANADA. VTC-SUPER VISA.
EDUCATION SAVINGS. RETIREMENT SAVINGS.


The importance of working with an advisor
To benefit from having access to expert advice and make informed decisions.
Insurance,
You could do your own online search and find the cheapest option from a website that offers a one-size-fits-all solution.
Will it be the right option for you?
When talking about insurance it's never that simple, there are conditions, restrictions and exclusions to know and understand. Let's not forget the underwriting process, is it done at the time of application or at the time of claim?
Investments,
They are complex in nature because they are directly connected to constantly changing markets in many different areas of the world. Understanding the various risks on a global scale such as economic instability from politics, corruption, fiscal mismanagement and more. All can have a positive or negative impact on an investment portfolio.
Why choose me as your advisor?
I'll work with you and for you, my priority will always be you.
Once I've gathered all the necessary information you'll receive recommendations specific to you and your needs, the right coverage for your insurance needs and the right investment portfolio built for you. My professional duty is to provide the financial tools available to improve your financial health and to help you maintain it. My goal is to provide peace of mind through proper insurance protection and help you enjoy a better retirement by investing and growing your savings using a sensible approach. My promise is to always be available and accessible, your trusted advisor throughout your journey.
Lino Perretta


a financial security advisor providing financial solutions, security and protection.
by appointment only
member
Lino Perretta
514-875-9361
1155 Boul.René-Lévesque Ouest
Bureau 2500
Montréal, Qc H3B 2K4
QUEBEC:
4900 Rue Jean Talon Ouest
bureau 200
Montréal, Qc H4P 1W9
514-419-2999
HEAD OFFICE:
660 Speedvale Ave West
Suite 205
Guelph, On N1K 1E5
519-826-0770
CONTACT
©2024 Lino Perretta
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