Maestria Conseil

Financial Planning and Analysis

• Actively contribute to the company's commercial strategy
• Identify, manage and grow your portfolio of clients interested in rental investment
• Understand and analyze client needs to propose appropriate solutions
• Advise, support and implement tailored solutions for our clients
• Ensure follow-up, maintain client satisfaction and build loyalty

Rental Investment Specialist

Manager

• Build and grow your client portfolio with the firm’s guidance and support
• Meet with clients to discuss their financial, tax and wealth objectives
• Analyze clients’ needs and constraints in order to develop appropriate wealth strategies
• Select and implement investment solutions
• Monitor, support and retain clients while optimizing solutions

Rental Investment Specialist

Advisor / Future Manager, Wealth Creation and Growth