John Daoud Financial Services inc.

Job title: Financial security advisor and mutual funds representative

Languages spoken: English, French

Area(s) served: Greater Montreal

Trustworthy advice you can count on

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Achieve financial peace of mind

At John Daoud Financial Services, we help families, small businesses and high-net-worth professionals achieve financial peace of mind. Our services are available in multiple languages, including English, French and Arabic, for Clients in the Greater Montreal area. Our honesty, diligence and great knowledge of the industry make us unique. If you’re looking to work with advisors who have your best interest in mind when building your roadmap, John Daoud Financial Services is the place to go.

Testimonials

“ I started working with John in 2015. I wanted to protect my business and my ability to earn money. Over the years he has shown me unique strategies for my Business. We have implemented some to protect my business, my family, grow my money, all at the same time saving money on taxes.”


Andrew Wojtczak

President Garage Outfitters


"We were very worried about how to manage several small pensions as well as different LIRA's and RRSP accounts we accumulated over the decades. Through the retirement planning team John and his colleague delivered a step by step plan on how to withdraw monies in the most tax efficient ways for us now and through retirement."


Richard Tremblay


“ I came to see John in 2015 for my personal investments. Over the years I have added protection for me and my family. We even added a health plan. John was patient every step of the way, listen to our needs and made a few suggestions with the pros and cons of each. In the end we decided what was best for our family and I like that.”


Keith Wilson

General Contractor


"I have been working with John for my personal investment and insurance needs for many years now. As time went on he helped my parents manage their situation with patience and kindness. Now as a business owner I have implemented the strategies he suggested with the approval of my accountant and fiscalist. Now that my family has become larger, John now services 3 generations of Koufos and we all have piece of mind."


Jonathan Koufos

Allancroft Service Center


“ I met John 7 years ago and he became my investment advisor. Over the years he has shown me unique strategies for my Business. We have implemented some to protect my business, my family, grow my money, all at the same time saving money on taxes.”


Joey Cury

President JC Logic


"John Daoud has been my insurance agent for years, and my wife and I couldn’t be happier with how hard he has worked to get us the coverage we need. I have had an extensive medical history, including both physical and mental illnesses, and despite these challenges John was able to find excellent insurance options at very fair prices for us. Most importantly, John really cares about his clients and it shows. He is an absolute pleasure to deal with, and a consummate professional. If you need insurance or investment advice, John is your man."


Jason Finucan, StigmaZero


"John Daoud has helped me review and adjust my insurance to my families need. He worked hard to find me a better product at a lower price for a longer coverage period. From the beginning he put my interest first and I appreciate that."


Premawatie Ramnarain


““I needed a trusted advisor to handle my files. John Daoud came highly recommended. After years of being with him for my insurance and investment he is now the advisor to my entire family”


Paul Teodorovici Peloton Minerals

Products and services

Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.

Health insurance products

Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.

Life insurance products

Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.

Saving, budgeting and investing

Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
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Stay informed

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How much life insurance is the right amount? Let’s set up some time to discuss the details such as how long you need it and what kind might be right for you. You can walk out feeling more confident and educated on your options.


Script: How much life insurance is the right amount? Simply put, the amount of life insurance you need depends on your unique situation. A good place to start is to figure out how much life insurance you may need… how long you need it for… and what kind might be right for you. Let’s look at an example: Jackie is 33 years old… and has two kids. She has four goals for her life insurance: Leave money to her family to pay off her mortgage. Top up her kids’ registered education savings plans. Pay off her student loans. And, replace her income for 10 years. Based on these goals, Jackie is looking at a 1-million-dollar life insurance policy. If she died, her family could choose to use the insurance payout to: Put 300-thousand dollars toward the mortgage. Add 60-thousand dollars to the kids’ RESPs. Pay off her 40-thousand-dollar student loan. And… cover the family’s ongoing costs with the remaining 600-thousand dollars. How much do life insurance payments cost per month? In Jackie’s case, a 1-million-dollar, 30-year term policy for a non-smoking, 33-year-old woman… could cost about 80-dollars per month. For a man of the same age, it’s closer to 110-dollars per month. How long do you need your coverage to last? For a younger person… or a couple with debt and a mortgage, a 30-year policy or longer may be suitable. For someone in their forties… with little debt and a small mortgage… a 20-year policy might be the right fit. What are your options? Your employer may offer life insurance through your employee benefits. But… it may not be enough. And you can lose that coverage if you change employers. You may want to consider more life insurance. In which case, you have two types to choose from: Term life insurance. And… permanent life insurance. Any amount of life insurance can help give your loved ones some financial security when you die. Your unique situation will inform the amount and type of insurance you need. For more tips and tools, visit sunlife.ca.

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Sunlife
We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of the Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.