It is a feeling of immense well-being, control and freedom that lives in us when we control our finances.
— RAFFAELE NARDI, BBA, F.Pl. | Financial planner and financial security advisor with Wealth Management R. Nardi Inc. | Mortgage broker with Orbis mortgage brokerage. | Mutual fund representative with Investia Financial Services Inc.
Let's work together to achieve your financial goals. Make an appointment with a financial planner to discuss your goals.
Wealth Management Planning
Welcome
It's a pleasure to have you here today.
My name is Raffaele Nardi. I am a financial planner and I have been a member of the IQPF since 2004. I worked in the banking sector for twelve years, after which I joined the Investia family in 2013 with the aim of advising my clients independently.
My strength lies in my ability to take all the time necessary to present you with all your options to ensure that you make wise and informed financial decisions.
My Services
"Today be grateful and think how rich you are. Your family is priceless, your time is precious, and your health is wealth.
- Zig Ziglar
Swan Process
Sleep well at night.
PHASE 1
Cash flow management
Phase 2
Financial planning
Phase 3
Maintain your independence
Consultations Available
We know it can be difficult to find the right financial planner. That's why we offer all new clients no-obligation, no-fee consultations to discuss their needs.
As a long time client of Raffaele, I have found him to be always honest, professional and very knowledgeable in his profession. He has helped me secure and grow my retirement funds for which I am very thankful.
-Mario
Discover all the ways a financial planner can help you.
Let's work together to achieve your financial goals.
Mutual funds are offered through Investia Financial Services Inc. The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.
RAFFAELE NARDI, BBA, F.Pl.
Financial planner and financial security advisor with Wealth Management R. Nardi Inc.
Mortgage broker with Orbis mortgage brokerage.
Mutual fund representative with Investia Financial Services Inc.
Call:
514-717-6227
Address:
6227 Villebois Saint Leonard QC H1S 1P7
E-mail:
raffaele.nardi@iainvestia.ca