Financial Planning  

 

At The Borelli Group, we collaborate with financial planners to ensure you receive a full-service wealth plan. 

Financial planning is a process that sets you on a course toward the achievement of your personal goals, needs and priorities through the proper management of your financial affairs. It is  designed to provide you financial clarity and peace of mind. 

 

Financial planning integrates knowledge from the areas of:

•  Estate Planning                     

•  Financial Management           

•  Retirement Planning             

•  Legal Aspects

•  Insurance & Risk Management

•  Investment Planning

 •  Tax Planning

 

 

Contact Us

To meet with us, please contact Simon Lam at
514-878-7518 or send us an email:

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