We make sure to meet with all Clients, whether individuals or business owners. Our aim is to establish a plan that will take into account your professional future as well as your personal needs. Our rapid understanding of your situation, however complex it may be, ensures that we offer optimized solutions for your personal and business needs by leveraging your corporate structure.
We are available to meet you at our offices, in the comfort of your home or even better, at your corporate headquarters. In person or virtually, we are always available.
Platinum Financial Services Inc.
Being in business involves taking risks. To cope with the growth of your activities, lead them to success and achieve your greatest ambitions, it’s important to prioritize sound financial planning while surrounding yourself with an experienced team.
Platinum Financial Services Inc. is passionate about your reality, protecting your assets and understanding your development needs. Our firm has been helping clients since 2008 by offering a range of advice, from accounting to financial understanding and planning, as well as optimizing your corporate structure. Let’s meet to assess your situation.
Phone: (514) 419-7200
Email: platinum@sunlife.com
Address: 1590, boul. Henri-Bourassa Ouest, , Montréal, QC, H3M 3E3 Canada
Kevin Dupuis
I have worked in the financial services industry, since 2008. During that time, I have never stopped evolving to establish my credibility as a leading advisor. With my team, I offer specialized financial planning services to an impressive number of Clients. One of my strengths is my in-depth knowledge of the business community. A large portion of the Clients we serve are business owners, professionals and building owners. My team of advisors and I want to provide you with the highest quality service and help you achieve good financial planning through every stage life.
Financial security advisor, group insurance and group annuity plans advisor and Financial planner, Platinum Financial Services Inc., Financial services firm, distributor authorized by Sun Life Assurance Company of Canada and firm partner with Sun Life Financial Distributors (Canada) Inc.†
*Mutual funds representative, Sun Life Financial Investments Services (Canada) Inc.†, Firm in group-savings-plan brokerage
†Subsidiaries of Sun Life Assurance Company of Canada
Job Title: Financial planner, financial security advisor, group insurance and group annuity plans advisor, B.A.A., CPA, Pl. fin.
Languages spoken: English, French
Phone: 1 833-418-7200
Email: platinum@sunlife.com
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