03/11/2025
Aria Financial Services is excited to invite you to our upcoming gourmet dinner presentations where we will delve into the financial strategies essential for securing your future as medical professionals.
At Aria Financial Services, we pride ourselves on offering personalized financial guidance tailored to the unique needs of professionals like you.
What sets us apart?
Client-Centric Approach: We focus on educating and empowering our clients, ensuring you have a comprehensive understanding of your financial decisions.
Experienced Team: With over 30 years of combined experience, our advisors are dedicated to building lasting relationships and helping you achieve both personal and professional financial goals.
Structured Planning Process: Our four-step, goals-based planning approach is designed to assess your individual situation, present tailored recommendations, implement effective strategies, and conduct periodic reviews to ensure your financial plan remains aligned with your evolving needs.
Our strategic partners will join us in presenting.
CorpMed Legal: Medical incorporation: An introduction to tax-efficient corporate structures.
Fidelity Investments: An introduction to investments, markets, and strategies.
Where: RBC Executive Dining Room, 1 Place Ville-Marie, 41st floor, Mtl, QC
When: March 25, 2025, 6:15 PM
RSVP by March 18.
Sign up below! Spots are limited.
https://forms.gle/Wrqytr4SPot4XgZE8