Finvest Inc.

Finvest Inc. As an independant Financial Planner, I have no ties to insurance or investment provider.

đŸ’Œ Trusted Financial & Investment Advisors
đŸ‘šâ€đŸ’Œ Advisors: Mauro & Diego Di Cesare
📈 Investments, Insurance, & Financial Planning
đŸ€ Help individuals & families build confidence in their financial future Consequently, you will always get the best available product to satisfy your needs at a price that meets your budget.

Scan the topline numbers of this month’s jobs report, and you’ll wind up with two wildly different impressions.
08/31/2026

Scan the topline numbers of this month’s jobs report, and you’ll wind up with two wildly different impressions.

Scan the topline numbers of this month’s jobs report, and you’ll wind up with two wildly different impressions.

Wealth management succession planning should not be treated as a technical handoff or a last-minute retirement conversat...
08/27/2026

Wealth management succession planning should not be treated as a technical handoff or a last-minute retirement conversation. It is a leadership alignment exercise

Wealth management is no different than any other industry — planning is everything

Canada’s merchandise trade surplus increased to $3.9 billion in June as a weaker loonie pushed trade values higher, Stat...
08/17/2026

Canada’s merchandise trade surplus increased to $3.9 billion in June as a weaker loonie pushed trade values higher, Statistics Canada said on Tuesday.
https://ow.ly/5ylI50ZzREY

A summer hiring slump dogged the US labor market in July as the economy unexpectedly lost 23,000 jobs, according to new ...
08/13/2026

A summer hiring slump dogged the US labor market in July as the economy unexpectedly lost 23,000 jobs, according to new data released Friday by the Bureau of Labor Statistics.

A summer hiring slump dogged the US labor market in July as the economy unexpectedly lost 23,000 jobs, according to new data released Friday by the Bureau of Labor Statistics.

Picture the client Canada’s senior-investor rules were written for. Carol is 79 and lives in Halifax. The advisor who ha...
08/06/2026

Picture the client Canada’s senior-investor rules were written for. Carol is 79 and lives in Halifax. The advisor who has handled her account for 20 years notices something wrong — a sudden request to move a large sum to an account he does not recognize, pressed with an urgency that is not like her. A new acquaintance, met online, is involved.https://ow.ly/BY1B50ZvlXw

Open banking will give consumers more control over their financial data, allowing them to more easily switch accounts or...
08/03/2026

Open banking will give consumers more control over their financial data, allowing them to more easily switch accounts or manage multiple accounts and products from different providers.
https://ow.ly/BW5I50ZvlX3

There are more than 1.6 million widows across Canada. That’s more than triple the number of widowers. Nearly 45% of Cana...
07/30/2026

There are more than 1.6 million widows across Canada. That’s more than triple the number of widowers. Nearly 45% of Canadian women 65 and older have lost their spouse. Those whose loss came suddenly were left to take sole responsibility for their finances amidst profound loss and grief — many for the first time in their lives.

About nine in 10 Canadian women outlive their spouse — how you treat that transition will define your relationship

Statistics Canada says the amount Canadian households owe outpaced income for the sixth straight quarter.https://ow.ly/j...
07/27/2026

Statistics Canada says the amount Canadian households owe outpaced income for the sixth straight quarter.
https://ow.ly/jkSZ50ZsrrM

07/23/2026

A new report by the Canada Mortgage and Housing Corp. says regulatory conditions, along with economic and demographic structural factors, have slowed the pace of housing starts and pushed home prices higher.
https://ow.ly/xyjx50ZoUnC

Adresse

8920 Pie IX, #301
Montreal, QC
H1Z4H9

Téléphone

+15143767771

Notifications

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