Jonathan Zeidel Financial Security Advisor

Jonathan Zeidel Financial Security Advisor Whatever your stage in life, from purchasing your first home to planning your retirement, it helps to have a financial and insurance plan in place.

Over 10 years of experience in the financial services industry. I am committed to maintaining the highest standards of integrity and professionalism in my relationships with my clients. I endeavor to know and understand their financial situation and provide them with only the highest quality information, services and products to help them pursue their goals. As an independent advisor I shop around

to match my client's needs with the best possible solutions at the best possible price. Some of the companies I do business with include:

- Canada Life
- Industrial Alliance
- La Capitale
- Foresters
- Manulife
- Transamerica / Ivari
- Equitable Life
- Empire Life
- BMO

My Specialties include:

- Investment planning
- Life insurance
- Disability insurance
- Retirement planning
- Education savings

12/25/2018
11/02/2017

What will your retirement look like ? Haven't given it much thought? Maybe you should!

Contact me for a free consultation.

Jonathan Zeidel, BComm
Financial Security Advisor
(514) 743-9897

03/02/2017

Preserve your future inheritance — with permanent life insurance

There’s a part of financial planning that many people put off — determining how to cover costs when their parents pass away. It’s totally understandable: No one wants to think about losing their parents

But planning now can benefit your parents and you. And there’s a very practical solution: permanent life insurance. It can be an affordable way to cover significant future expenses through regular premiums, instead of taking a large lump sum from the estate.

In the absence of advance planning, final expenses, loans, taxes and any related costs are paid by the estate. As a result, your parents may not provide the full inheritance they intended to leave. That’s probably not the outcome they wanted.

To learn more about preserving an estate with life insurance, call me at (514) 743-9897

03/02/2017

How to get insurance that fits your life

Life insurance is not something to purchase just any place, where you may end up with a one-size-fits-all product. You need a customized solution designed just for your family.

Every family has different life insurance needs, based on a variety of factors. You need to take into consideration your annual income, mortgage, number of children, their ages, education plans, life goals and many other items.

For a personal insurance-needs analysis, please call me at 514 743-9897. I’d be happy to explain the life insurance process and provide you with a free, no-obligation quote.

Address

4377 Rue Graham
Montreal, QC
H9H2B9

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