Moulatlet Financial
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- Surrey, BC
- Moulatlet Financial
over 20 years of experience in Financial Services Mutual funds are offered through Manulife Securities Investment Services Inc.
Address
404-1688 152 Street
Surrey, BC
V4A4N2
Opening Hours
| Monday | 9:30am - 5pm |
| Tuesday | 9:30am - 5pm |
| Wednesday | 9:30am - 5pm |
| Thursday | 9:30am - 5pm |
| Friday | 9:30am - 5pm |
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Our Story
Moulatlet Financial is the result of many years of account management banking, investment management, insurance and financial planning experience. Paulo Moulatlet originally immigrated from Brazil 22 years ago and started his Financial Services career working for a Trust Company in Downtown Vancouver. Paulo currently holds the Certified Financial Planner, CFP Designation and his main focus is to help individuals, families and small business owners navigate through the different stages of their current financial situation so they can achieve their most important financial goals. Paulo specializes in providing his clients with various planning strategies including retirement planning, investment planning, tax planning, estate planning and risk management (insurance planning).
- Mutual funds are offered through Manulife Securities Investment Services Inc. - Insurance products are offered through Manulife Securities Insurance Agency - Moulatlet Financial is a trade name used for securities products and services - Banking products and services are offered through referral
