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Barbara Zukor, BSc, CFA
Michael Zukor, CIM, CPA, CA
Zachary Malkoske, CFA
Rosie Gentile, BSc. Econ.

Address
1501, avenue McGill College
32e étage
Montréal, QC
H3A 3M8
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Wealth Planning

With success comes new challenges, and managing your wealth requires a balance between meeting today’s financial needs and preparing for the future. Working closely together, the Zukor Investment Group can dive into your evolving life and explore how you can effectively build and manage your wealth.

HOW WE HELP 

We can help you create a plan for your wealth that works hard to help you achieve your goals at every stage of your life.


 
FINANCIAL PLANNING

We know that your needs and goals are unique to you and change over time. The Zukor Investment Group will get to know you and your financial situation to establish clear goals, and create custom solutions to help you get to where you want to be.
RETIREMENT PLANNING

Whether your retirement goals are simple or complex, it takes careful planning to bring them to life. The Zukor Investment Group can work with you to help you plan, so that you not only enjoy the retirement you planned for, but that your retirement years are as rewarding as possible.

Better retirement investing starts with planning – planning that gives you a workable investment strategy to meet your goals. To attain your goals, you must know where you are today, where you want to go, how you are going to get there and what you are prepared to do to make them a reality. At Zukor Investment Group, we have the knowledge and expertise to guide you through this planning process.
 
We will work with you to develop a comprehensive assessment of your financial situation and help you determine if your current strategy is sound or needs modification. Then we will help identify what steps can be taken to help ensure you reach your financial goals and objectives.