Platinum service offer

Here is the service offer you will benefit from :

- 2 visits / year

- 1 update call / quarter

- 1 email from me / quarter (economic update, newsletter, news or any other relevant information)

- 1 event

Qualification criteria:

- assets under my individual management: $ 300,000 and more; family: $ 500,000 and more

- Life / critical illness / disability insurance premiums: $ 7,500 and more

- Annual salary: $ 150,000 and more; family: $ 250,000 and more

During our meetings and with the help of my various analysis programs, we will assess your needs together in order to clearly define the objectives and your expectations. This will allow us to see if the recommendations are still in the direction of achieving your short, medium or long term financial goals. The adjustments will of course be made during our discussions or when I assess the opportune moment to propose a recommendation.

In addition to this, you need to know more about it.

MAT Financial Services advances your financial and emotional intelligence

In addition to this, you need to know more about it.