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Financial district blue glass office buildings

ABOUT

Life Licensed (LLQP) in insurance of persons by l'authorité des marches financiers and a member of la Chambre de securité financière since 2018. I provide products and services to individuals, families and business owners to assist them with their financial needs and goals. From basic temporary insurance to whole life policies, large and small, mortgage protection insurance,  child education savings plans, investment for growth and retirement income for all investor profiles, low risk, moderate risk, balanced profiles and also aggressive profiles for those who qualify.

I provide financial risk protection and financial security.

Born with the spirit of entrepreneurship, former owner of a food distribution company and Later a fleet & equipment manager for various transport companies. Having worked for years holding positions of responsibility, dealing with challenges and obstacles and always finding a way to improve the outcome. I will use this earned experience to assist you in fixing what is broken and improving what is working.

I work in collaboration with and, gain insight from my growing network of professionals all with various backgrounds and expertise, such as accountants, real estate agents, mortgage brokers, certified financial planners, mutual fund representatives, certified financial analysts, securities brokers, business owners and many financial advisors each with years of experience. Whether your particular need is simple and straight forward or complex with many parts to it, the resources and expertise that I can draw from, will meet that need.

working with a licensed advisor brings solutions that benefit you.
LP Financial Services Logo, Financial plan, Insurance Protection, Savings, Debt Management, Investment, Retirement

Lino Perretta
514-875-9361

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