Experts in Wealth Management, Estate Transfer and Product Knowledge
Summexx Financial Group is an independent financial services firm operating in Montreal, Canada. We specialize in advising business owners, executives, professionals and retirees in growing and protecting their assets. We work in tandem with our clients in developing strategies that achieve growth while mitigating risk. In doing so, we also put an emphasis on estate preservation and transfer; we advise our clients on tax efficient ways to preserve their estate and prepare for the transfer of large assets such as businesses or buildings.
We view ourselves as product specialists in personal insurance and investment and, as such, we understand the tax intricacies related to those products. We look to offer high end, tax efficient products that fit the profile of our clients. Whether you're a business owner looking for strategies to create a tax-free capital dividend for your company, a professional looking to protect yourself in the event of an illness or a retiree looking to make sure you have enough assets to live a comfortable retirement, we can assist you in providing effective solutions.
We pride ourselves on our ability to simplify complex issues. We feel that as financial security advisors, it is vital to educate our clients and make sure that they understand the solutions being presented to them. We think that it is important for everyone to seek a second opinion on their financial health, just as they would for their physical health. By visiting our website you have taken the first step in prioritizing your financial health. We encourage you to browse our website and reach out to us when the time is right for you.
Joseph Ahmarani is a financial security advisor, group insurance and group annuity plan advisor. He has been an entrepreneur in the insurance and investment industry for over 30 years.
He achieved his designation as a Chartered Life Underwriter (CLU) in 1998 where he received the Robert-Lemay award for the advisor that achieved the highest general average in the program. His in-depth knowledge and experience in financial products allows him to deliver effective strategies for his clients.
Patrick Ahmarani is a financial security advisor, group insurance and group annuity plan advisor. He graduated with a Bachelor's Degree in Commerce from Concordia University (John Molson School of Business) in 2014 with a major in Finance.
Patrick's passion for finance and technology allows him to develop innovative strategies to assist his clients. Both Patrick and Joseph are surrounded by a dynamic team to help deliver the best experience for their clients.