Lengvari Financial Inc

Lengvari Financial has been in business for over 50 years, servicing clients all across Canada.  They are a life insurance brokerage, specializing in retirement and estate planning.  The firm is renowned for the development  and implementation of advanced tax planning techniques.

Lengvari Financial uses Life Insurance and Annuties in innovative and sophisticated ways to  achieve their client's goals.

Areas of Expertise:

  • Retirement benefits
  • Partner's buy-out at retirement or death
  • Shareholder's buy-out at retirement or death
  • Funding tax liablity at death
  • Investment diversification
  • Creditor protection
  • Funding of charitable bequests during lifetime or on death
  • Enhancing wealth transfer to the next generation
  • Family business succession
  • Net Wealth Protection

                                    "Your financial security is our business"

HOW TO REACH US

Mailing Address:

1 Place Ville Marie, Suite 1935
Montreal, Quebec
H3B 2C3
Bus:  (514) 871-1808
Web Site:  www.lengvarifinancial.com

Advisors:

Christine C Lengvari, President
Financial Advisor
clengvari@lengvarifinancial.com

George F. Lengvari Sr.
Financial Advisor

Leanne Frechette
Office Manager & Financial Advisor