Excel private wealth is authorized to practice in diverse financial service categories.
As a group savings firm, we offer the vast majority of mutual investment funds and private mandate shares on the market. Including products from the major Canadian banks.
As a scholarship broker, we offer shares in scholarship plans that are eligible for RESPs (registered education savings plans). Our right to trade in exempt markets means that we can offer investments to qualified investors (institutional investors or persons holding significant assets) or securities subject to a prospectus exemption.
As a financial planning firm, we help our clients to conceive their financial plans. We support our clients in the creation of an action plan that is adapted to their needs and takes their constraints and objectives into account. Our financial planners are registered with the Autorité des marchés financiers (AMF).
For further details or to discuss your situation with one of our advisors, contact us today.