TD Bank Private Banking - Nicholas Alcaraz

Fidelity Investments in Montreal, QC offers a range of investment options to both individual investors and advisors. They provide access to a diverse selection of mutual funds and exchange-traded funds (ETFs) spanning various regions, sectors, and asset classes. Additionally, Fidelity Investments presents managed portfolios, alternative investments, and tax-efficient solutions to cater to different investment goals. Investors can benefit from comprehensive information on fund performance, distributions, and Fund Facts to make informed decisions. Fidelity Investments also emphasizes sustainable investment options, including mutual funds and ETFs focused on environmental, social, and governance factors. Moreover, they offer guidance on various investment accounts like FHSA, RRSPs, TFSAs, RESPs, and non-registered accounts, along with tools and calculators to aid in financial planning. Generated from the website content

3Macs, a division of Raymond James Ltd, specializes in providing comprehensive wealth management solutions tailored to individual and institutional clients. Their services encompass investment advice, asset management, financial planning, and estate and trust services, ensuring clients receive unbiased guidance to meet their financial goals. With a commitment to personalized service and a focus on major financial milestones, 3Macs empowers clients to grow, preserve, and manage their wealth effectively. The firm prides itself on its strong corporate values and a history of accolades that reflect its dedication to client success. Generated from the website