Learn more about the Financial Planning Standards Board: About FP Canada | FP Canada
As a Certified Financial Planner (CFP®), I adhere to the highest standards of ethics and competence in the financial services industry. The CFP designation is recognized internationally as the gold standard in financial planning, ensuring that clients receive advice that is objective, comprehensive, and tailored to their unique circumstances.
Learn more about the Financial Planning Standards Board: About FP Canada | FP Canada
Quer você esteja apenas começando ou queira otimizar seu portfólio atual, eu o guiarei em cada etapa do processo : desde a escolha da estratégia de investimento certa até a manutenção do rumo certo em meio às mudanças de mercado e fases da vida.
Learn more about the Financial Planning Standards Board: About FP Canada | FP Canada
Direct: 236-427-3873
Cell: 604-916-5289
Office: 866-463-8972
Fax: 866-463-8972
Paulo Sergio Moulatlet, CFP
Investment Funds Advisor, Investia Financial Services Inc.
Life Insurance Advisor
404-1688 152 St Surrey,
BC V4A 4N2
Mutual funds, exempt market products and exchange traded funds are offered through Investia Financial Services Inc. The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed on this website have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.
