Manage your finances with an independent advisor
Your heritage
People who use the services of an advisor accumulate
on average 7 times more money.
Discover La Clinique Fianciere
Our raison d'être
At La Clinique Financière, we believe that institutions must serve human beings and not the other way around, and that each of us has the right to a free livelihood without regrets.
To achieve this, sound management of our finances is essential and, like everything else, success comes with its own effort. We are here to guide you to organize, select and materialize your targets. You will move in the right direction, with the peace of mind of being well equipped to ward off the unexpected.
We are an independent firm of financial advisors and put all our experience at the service of people, who, like us, care about their financial health and that of their loved ones.
Pourquoi nous ?
LISTENING APTITUDES
We take time to listen and understand your needs to better understand you.
Experience
Experienced advisors, a team of professionals at your service, not newbies.
our size
Each client is important and our efforts are to develop a fruitful relationship with each one.
our values
Our price structure is adapted according to your needs, We deliver the greatest value.
human relationship
Humility and honour fuels us, and we work to establish a climate of trust with each of our client.
Passion
We take care of our clients and often work overtime to finish a project.
Nos services
MANAGE ALL OF YOUR FINANCES WITH ADVICE
Finances can be complicated! The best thing to do with your money isn't necessarily to invest it! Get expert advice!
- Over 20 years in the industry
- Focused on delivering outcomes
- I have no boundaries
425
Clients satisfaits
18
Portefeuilles personalisés
more than 42 000
Heures travaillées
49
Prix gagnés
