Annick Vidal • Primerica du Canada / Placements PFSL
Le monde / Canada / Québec / Laurentides / Boisbriand 1
Annick Vidal
Primerica du Canada / Placements PFSL
Conseillère en sécurité financière
Finances • Placement épargne
| Téléphone | 514-559-8171 |
| Cellulaire | 514-559-8171 |
Profil
Bonjour,
Je suis Annick conseillère en sécurité financière et représentante en épargne collective.
Mon histoire:
Je suis devenu conseillère en 2014.
La raison que je suis devenue conseillère, le décès de mon conjoint en 2011 m'a forcé à prendre des décisions financières. Je ne trouvais pas de réponse logique à mon questionnement financier. Un jour, je suis tombé sur une conseillère extra-ordinaire qui m'a donné des trucs sur les finances, des solutions que je n'avais jamais entendu parlé, des choses simples que j'aurais dû savoir. Je me suis rendue compte que j'étais dans l'ignorance et que je devais en apprendre plus sur le sujet. J'ai découvert que pouvais moi aussi faire de l'éducation financière. J'ai passé mes permis et depuis que cela me passionne.
Ma vision
Le manque d'éducation financière nous retarde dans notre démarche de liberté financière et je me suis engagée à redonner les trucs que j'ai appris et plus encore en devenant conseillère financière.
Mon objectif est de vous aider à pouvoir réaliser vos rêves en vous expliquant comment l'argent travaille peu importe vous êtes rendu où dans la vie. Je vais travailler avec vous pas à pas et vous aider à prendre les bonnes décisions. Je suis travailleur autonome indépendante, je travaille dans un cabinet avec une équipe où nous partageons nos compétences pour offrir le meilleur service possible à notre clientèle.
Ma clientèle cible:
Pour les particuliers et familles
Ma clientèle cible est la classe moyenne, j'ai des outils pour faire un analyse personnalisées de la situation financière actuelle d'une personne ou d'un couple. A partir de cette Analyse des solutions sont proposées pour le désendettement, l'épargne retraite, l'épagne pour la réalisation de projets et aussi des stratégies sont proposée pour économiser de l'Impôt.
J'offre les produits d'assurance-vie / assurance invalidité / assurance voyage
L'Analyse est sans frais.
Pour les entrepreneur
J'offre la possibilité d'avoir un régime soins de santé et dentaire pour travailleur autonome. Aussi l'assurance frais généraux/perte de revenu blessure pour entrepreneur. Assurance voyage.
J'offre la possibilité d'offrir à vos employés un REER collectif.
Je vous propose un zoom pour en savoir un peu plus. contactez-moi!
La liberté financière c'est de pouvoir se lever le matin et de décider ce qu'on a vraiment envie de faire de notre temps, de ne plus être dépendant d'une ''paye '' pour pouvoir vivre la vie qu'on souhaite.
La classe moyenne est de plus en plus affecté, il y a des solutions réalistes qui existe.
J'ai des lectures à proposer, des webinaires, des rencontres, tout est possible pour devenir meilleur dans nos finances. C'est possible aussi devenir comme moi conseiller pour savoir gérer et comprendre ses propres finances.
Au plaisir de pouvoir se rencontrer.
Annick
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Good morning,
I am Annick, a financial security advisor representative.
My story:
I became an advisor in 2014.
The reason I became an advisor, is the death of my husband in 2011 forced me to make financial decisions. I couldn't find a logical answer to my financial questions. One day, I came across an extraordinary advisor who gave me tips on finances, solutions that I had never heard of, simple things that I should have known. I realized that I was in the dark and that I needed to learn more about the subject. I discovered that I too could do financial education. I passed my licenses and have been passionate about it ever since.
My vision
Lack of financial education sets us back in our journey to financial freedom and I am committed to giving back the tips I learned and more by becoming a financial advisor.
My goal is to help you achieve your dreams by explaining to you how money works no matter where you are in life. I will work with you step by step and help you make the right decisions. I am self-employed, I work in a firm with a team where we share our skills to offer the best possible service to our customers.
My target customers:
For individuals and families
My target clientele is the middle class, I have tools to do a personalized analysis of the current financial situation of a person or a couple. From this Analysis, solutions are proposed for debt reduction, retirement savings, savings for the realization of projects and also strategies are proposed for saving Tax.
I offer life insurance / disability insurance / travel insurance products
The Analysis is free of charge.
For entrepreneurs
I offer the possibility of having a health and dental plan for self-employed workers. Also contractor overhead/loss of income injury insurance. Travel insurance.
I offer the possibility of offering your employees a group RRSP.
I suggest you zoom in to find out a little more. contact me!
Financial freedom is being able to get up in the morning and decide what we really want to do with our time, no longer being dependent on a 'paycheck' to be able to live the life we ??want. .
The middle class is increasingly affected, there are realistic solutions that exist.
I have readings to offer, webinars, meetings, everything is possible to become better at our finances. It's also possible to become an advisor like me to know how to manage and understand your own finances.
Looking forward to meeting each other.
Annick
Good morning,
I am Annick, a financial security advisor representative.
My story:
I became an advisor in 2014.
The reason I became an advisor, is the death of my husband in 2011 forced me to make financial decisions. I couldn't find a logical answer to my financial questions. One day, I came across an extraordinary advisor who gave me tips on finances, solutions that I had never heard of, simple things that I should have known. I realized that I was in the dark and that I needed to learn more about the subject. I discovered that I too could do financial education. I passed my licenses and have been passionate about it ever since.
My vision
Lack of financial education sets us back in our journey to financial freedom and I am committed to giving back the tips I learned and more by becoming a financial advisor.
My goal is to help you achieve your dreams by explaining to you how money works no matter where you are in life. I will work with you step by step and help you make the right decisions. I am self-employed, I work in a firm with a team where we share our skills to offer the best possible service to our customers.
My target customers:
For individuals and families
My target clientele is the middle class, I have tools to do a personalized analysis of the current financial situation of a person or a couple. From this Analysis, solutions are proposed for debt reduction, retirement savings, savings for the realization of projects and also strategies are proposed for saving Tax.
I offer life insurance / disability insurance / travel insurance products
The Analysis is free of charge.
For entrepreneurs
I offer the possibility of having a health and dental plan for self-employed workers. Also contractor overhead/loss of income injury insurance. Travel insurance.
I offer the possibility of offering your employees a group RRSP.
I suggest you zoom in to find out a little more. contact me!
Financial freedom is being able to get up in the morning and decide what we really want to do with our time, no longer being dependent on a 'paycheck' to be able to live the life we ??want. .
The middle class is increasingly affected, there are realistic solutions that exist.
I have readings to offer, webinars, meetings, everything is possible to become better at our finances. It's also possible to become an advisor like me to know how to manage and understand your own finances.
Looking forward to meeting each other.
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