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Service | Sub Service | Average Price Range (USD) |
---|---|---|
Financial Planning | Budget Analysis |
$100 - $200
Call to Book
|
Debt Management |
$200 - $300
Call to Book
|
|
Investment Strategy Development |
$150 - $250
Call to Book
|
|
Insurance Services | Life Insurance |
$50 - $150
Call to Book
|
Disability Insurance |
$100 - $200
Call to Book
|
|
Insurance Policy Review |
$75 - $150
Call to Book
|
|
Investment Services | Portfolio Management |
$250 - $500
Call to Book
|
Retirement Planning |
$300 - $600
Call to Book
|
|
Wealth Management Consultation |
$200 - $400
Call to Book
|
|
Estate Planning | Will Preparation |
$100 - $300
Call to Book
|
Trust Setup |
$500 - $1,000
Call to Book
|
|
Estate Tax Planning |
$200 - $400
Call to Book
|
|
Savings Plans | Emergency Fund Planning |
$0 - $100
Call to Book
|
Savings Goals Setting |
$50 - $100
Call to Book
|
|
Child Savings Plans |
$100 - $250
Call to Book
|
Jacques M. Grimaudo | Insured. Planned. Estate | Montreal Jacques Grimaudo, or Jack if you prefer. As a financial advisor, Canada Life Assurance Co. holds me in high esteem. Educate, serve, and coach your clients to achieve financial success is my ideal. However, I am recognized for personal service and an easygoing style. My ambition is to be the trusted advisor with lifelong relationships with clients and their families. Clients are aged 35-70, family-oriented, high-performing women and men. They share a financial commitment; to make decisions that are right for their future, no matter what comes. Recurring client feedback: Clients say I give them a feeling of trust and commitment to their long-term financial well-being.
 
Jack Grimaudo's financial services have received overwhelming positive reviews, focusing on customer satisfaction and excellent service delivery. They reported that Jack provided a professional, kind, and patient experience, with positive attitudes, a personalized approach, and joy in the service. Thanks and gratitude are also evident, as well as caution, professionalism, and availability, which the customers required. They also appreciated the way Jack was always explaining everything during the meetings, and why he was knowledgeable, transparent, and believed they would provide better service. That's why they recommend Jack to the family and friends. The customers' experiences were heightened by his conversation and their realness, with comforting praises that Jack was an honest and robust service provider who gave clarity in their financial goals and strategies. Moreover, b. Grimaudo is defined by excellent customer service and satisfaction guarantee throughout their service. This is achieved by his trust and his intentional regard for the family's financial objectives, which ensures they are at the centre of his focus. Other customers claimed to have peace of mind because they knew Jack could help and that they were in good hands financially.
 
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