Admin. Marketing Assistant, Underwriting Case Coordinator at BMG Insurance & Financial Services - Westmount, QC, CA
Relationship building is key to our success! We create, preserve, and manage wealth for future delivery. We are a team of independent professional financial advisors with a wealth of knowledge, experience, and resources to draw upon.We believe each client, business or individual is unique, with their own specific needs. Our role is to help you to determine those needs, design a plan to meet them, and only then recommend and implement your plan using the most appropriate financial products.