WHITEMONT FINANCIAL SERVICES FIRM   Integrity generates credibility

DENIS PAP

Phone: 514 393-1790 ext. 438
Cell: 514 894-4820
Fax: 514 393-1788
dpap@peakgroup.com


Investment advisor1

 

  

MY PRACTICE

To provide financial services for individuals with respect to building a plan, managing risk, investing with discipline, providing product knowledge and simplifying the complex. The benefits and features of the above mentioned process provide a realistic assessment for future financial goals. It clearly identifies the “how much” part of allocating resources (ex: RESP vs. RRSP). It helps minimize taxes and sets-up the long term picture for estate planning

I am proud to offer and build a personalized portfolio by choosing from among mutual funds, Exchange Traded Funds (ETFs), individual stocks and bonds. By providing you with the assurance of knowing your goal and through successful investment advice and value added services, the long-term growth of your assets is my reward.

IIROC mandated compliance within the securities industry simply means that I have a fiduciary role to uphold, preserve and honor my job, my license and the industry, while helping people invest money in their best interest. Simply put, this means that there is only one incentive: Recommendations will only be in your best interest and to take the best course of action to achieving your goals.

Now, let’s make money… TOGETHER!

 

1 Registered at PEAK Securities