Lino Perretta

About

I am a licensed financial security advisor in the province of Quebec since summer 2018.From the start, I've helped clients fix what is broken in their financial plans and improve upon what is working, explaining how and why I make specific changes and choices, step-by-step. In 2024 I began building my team of financial associates who share the same vision as me, to help people take control of their financial situation and as many as possible. Since the summer of 2024, I have also begun hosting financial training sessions in French, and English and will begin in Spanish in 2025.I organize and participate in these conferences in collaboration with fellow associates of Experior Financial Group, the general managing agent with whom we are all associated. We are all licensed financial security advisors working in the field of insurance of persons.Our area of expertise covers the various aspects of financial services such as;life insurance, term and permanent, travel insurance, visitor-to-Canada and international student insurance, investing for savings towards a first home purchase, an emergency fund or investing for a better retirement. As financial advisors seeking to improve the financial well-being of all, we can also introduce clients to the importance of proper debt management.