Coaching Financier TREK

Founded in 2002, Coaching Financier Trek is an independent firm specialized in financial services that provides advice to professionals, businesses and families. Our main areas of expertise are financial, tax and estate planning, insurance, retirement and investments.

Our team relies on the presence of several experienced advisors who cover all financial advice needs as well as a lawyer and tax specialist who works closely with business owners to help them secure their financial future.

Insurance products, including segregated fund policies, are offered through Coaching Financier Trek and mutual fund products are offered through Investia Financial Services Inc.

Coaching Financier TREK Job Offers