Keivan Perami
Job title: Financial security advisor and mutual funds representative
Languages spoken: Creole, English, French, Spanish
Area(s) served: Montreal area and surrounding Quebec regions
Helping your family
Whether you’re looking to protect your family from an unexpected illness, or build wealth for your own future, creating a strategy can help with your unique needs and goals. Regardless of what stage you’re in, you can feel more at peace knowing you’re protected and set up for success financially.
Who we service
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New Canadians
New to Canada? Let me help you “feel at home” with a strategy so you can be confident in your future.
Entrepreneurs small
Enjoy the benefits of your hard work. Let’s make sure you are getting the most out of your success.
Families
Helping families protect what matters most and work towards a secure financial future for each family member.
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.
Stay informed
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Chaque décision de placement a des incidences fiscales. Optimiser votre fiscalité vous aide à conserver une plus grande partie de vos gains. Revoyons votre stratégie de portefeuille et explorons des approches fiscalement avantageuses adaptées à votre patrimoine. https://advisor.sunlife.ca/keivan.perami/
Chaque décision de placement a des incidences fiscales. Optimiser votre fiscalité vous aide à conserver une plus grande partie de vos gains. Revoyons votre stratégie de portefeuille et explorons des approches fiscalement avantageuses adaptées à votre patrimoine. https://advisor.sunlife.ca/keivan.perami/
Every investment decision has tax implications. As a savvy investor, optimizing your tax efficiency can help you keep more of what you earn. Let's review your portfolio strategy and explore tax-efficient approaches tailored to your wealth. https://advisor.sunlife.ca/keivan.perami/
Every investment decision has tax implications. As a savvy investor, optimizing your tax efficiency can help you keep more of what you earn. Let's review your portfolio strategy and explore tax-efficient approaches tailored to your wealth. https://advisor.sunlife.ca/keivan.perami/
A withdrawal framework can help you create more reliable income while still managing risk. Let’s discuss how to make the most of it. https://advisor.sunlife.ca/keivan.perami/
A withdrawal framework can help you create more reliable income while still managing risk. Let’s discuss how to make the most of it. https://advisor.sunlife.ca/keivan.perami/
Office information
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.