Mathieu Kouri,
CPA, M. Fisc. Pl. Fin.,
Mutual fund representative with Assante Financial Management Ltd.
Financial Security advisor with Assante Estate and Insurance Services Inc.
Financial Planner with Placements G.C.G. Inc
Offered services
- Incorporated Professionals
- Entrepreneurs
- Healthcare workers
- Asset management
Mathieu is a chartered professional accountant and financial planner. He also holds a master’s degree in taxation and worked as a tax specialist for large accounting firms for almost 10 years.
There he gained considerable experience in tax planning for individuals, trusts and private corporations. He specializes in analyzing clients’ overall wealth situation and preparing holistic action plans that cover retirement, cash flow management, risk management as well as tax and estate planning.
Mathieu stands out by his “Wealth Management” style approach which includes investments, insurance but also integrated financial planning which ensures that you and your family will be well advised, from today until the time of transfer of your assets to the next generation.