Jonathan Zeidel
Independent Financial Security Advisor
My clients benefit from my 15+ years of experience in the financial services industry where I held many positions allowing me to continually develop my technical knowledge, customer service skills and refine my approach to relationship management.
I am committed to maintaining the highest standards of integrity and professionalism in my relationships with my clients. By endeavoring to know and understand your financial situation, I can ensure that I always provide you with the highest quality information, services and products to help you pursue your goals. I will be your partner as you plan for and enjoy your retirement. I will always be available to you as my practice is based on building, nurturing and sustaining long-term personal relationships.
I am licensed in Quebec and work with all types of clients in Montreal and the surrounding areas. I look forward to assisting you in your insurance and financial planning needs.
Member Chambre de la sécurité financière.
Province served: Quebec AMF number: 158029
over 15 years experience in the Financial Services Industry.
I am also a member of FSCO (Financial Services Commission Ontario)
License number: 18169933
Life insurance
Life insurance can fulfill many needs. One of the primary needs is to protect the financial well-being of your survivors by maintaining their current lifestyle in the event of your death. Life insurance provides a tax-free lump-sum death benefit, which can be invested to provide income for a spouse or dependent children. Portions of a death benefit can be used to pay off debts and eliminate the need for survivors to continue to meet repayment schedules.
Living benefits
Living benefits insurance is exactly what it sounds like, a benefit that covers the insured while he or she lives. Naturally, this is very different from life insurance that pays out when the insured passes away. Living benefit policies, which include disability insurance, critical illness insurance, long-term care insurance and health and dental insurance are all types of coverage, which help the insured cope financially with health issues.
Investments
Navigating the financial markets on your own and investing with confidence isn’t easy – particularly when heightened volatility has become the norm. Enlisting the help of a financial advisor is an effective way of ensuring that your financial goals – as well as your overall financial health – are on the right track.
Whether it is saving for short term or long term goals, such as buying a home or planning for your retirement, I can guide you every step of the way.
Expertise you need, service you deserve!
As an independent Financial Security Advisor I act as your personal advisor on insurance and investment matters. I work for you, not the insurance company nor the bank, to make sure your family, your possessions and your business are properly protected. I provide expert, unbiased advice on your individual insurance needs and investment goals.
I have access to a wide selection of some of the best insurers in the country, most of whom do not sell directly to the public, and It doesn’t cost you any extra to use my services. I am paid a commission by any insurance company or investment firm I place your business with. There is no financial incentive for me to pick one over another, it is your needs and your interests alone that guide my decisions.
