The My Planning® Process
Developing a tailored written financial plan begins with assessing your present situation and mapping out the best version of your monetary future according to your specific goals. Our approach to wealth management is threefold: By working out the math in conjunction with the mindset essential to each life stage, the foundation of our winning formula for financial growth is established by finding the “perfect fit” between client and adviser.
Personalized Financial Advice
Managing your money involves more than arbitrary number crunching and churning out automated financial statements. Unlike some other financial institutions, we nurture individualized relationships based on mutual trust in combination with our customized applications of our proven investment strategies and ensure that you are never treated as just another nameless or faceless client.
Our Clients
Individual & Family Financial Planning
Small Business Enterprises
Private Wealth Management
Our Independence Guarantees Yours
Based in Montreal, Zagari Simpson and Associates is an independent financial firm dedicated to helping individuals and their families build strong portfolios created from carefully designed financial solutions. Since we do not manufacture any proprietary products, guidance for choosing among Guaranteed Investment Certificates, Mutual Funds, Stocks, Bonds, Options and a full range of additional financial products is based solely on your particular objectives and our thorough market knowledge.
What are the clients saying about Zagari Simpson & Associates ?
Zagari, Simpson & Associates constantly is working to keep our investments growing, recommending small adjustments when others would just coast through. Their knowledge and expertise have helped us weather the worst that the economy has thrown at us.
If you’re looking for help with financial and retirement planning, Zagari, Simpson & Associates are more than qualified to help you. They have been helping my wife and I for the last several years.Their advisory team has done such an outstanding job, that I have recommended them to some of my family and friends and they too are very happy with their results.
Zagari, Simpson & Associates are people oriented financial security advisors. The well being of their clients are top priority to them at all times. I can honestly say that their high level of integrity is a feature that I’ve always valued in their company.
Access my personalized financial plan
As a client of Zagari, Simpson & Associates, you can now access your personalized financial plan online. This interactive client portal will provide insight into your personalized financial plan anytime, anywhere with transparency and guaranteed security.
First time user?
To obtain a username and password please contact Susan Cornes at 514-419-5399 or email your request at admin@myplanning.ca
Forget your password?
Send your password reset request to admin@myplanning.ca
My Planning® Financial Assessment Tools
The Retirement Assessment
No matter how you see your retirement, the best way to make it a reality is to develop a plan — and actually see it through. Making sure you have enough income and assets to live comfortably will let you retire from your job, not your way of life.
The Major Purchase Assessment
The longer you wait to begin monthly savings, the larger amount you’ll have to set aside each month. An automatic savings plan helps you put saving out of mind by ensuring that you’ll contribute regularly toward your purchase.
The Education Assessment
Imagine your child coming to you with an acceptance letter from the school of their dreams… What will you do to ensure they can continue to focus on school and not on how they’ll have the funds to get there?
Get Our Mobile App
Download our Mobile App and stay connected with “Ask Us” an easy to use feature that can answer all of your questions
We value your privacy which is why we made the My Planning® app alert feature customizable to only provide you with content of interest.