Portfolio Management built around a solid process
At Zagari, Simpson & Associates, we are your advisory team ready to provide you with the necessary insights to help you make informed decisions with your investments. Together we will discover what rate of return your financial plan needs so that you can minimize saving requirements and unnecessary investment risk.
We provide full service portfolio management for all of your investment accounts combined with our financial planning and tax preparation services.
Everything you need is easily accessible and centralized within one platform.
For more information please contact your Zagari Simpson Advisor or Susan Cornes at 514-419-5399 or by email firstname.lastname@example.org
Managed investment products such as Mutual Funds, ETF’s, GIC’s are offered through our Mutual Fund Dealer, PEAK Investment Services Inc. Stocks, bonds and options are available through our Securities Dealer, PEAK Securities. Financial Advisory, Risk Management, Investment Management, Due Diligence and other related services is separate from PEAK Investment Services Inc & PEAK Securities and is solely provided by Zagari, Simpson & Associates Inc.