- +1 (786) 586-7765
- +1 (514) 570-4627
- alain@vidalfinancials.com
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Founded by a trusted man who would let nothing get in the way of his client’s success. learn who we are and what we stand for
Alain Vidal
Let’s face it; as a consumer it’s not easy:
Would you not prefer to have a relaxing life, knowing that you have an honest and reliable advisor working for you?
We are here for you and we are determined to help you, build with you, guide you and celebrate your success!
When I first joined the financial industry, I was really disappointed. Over more than 30 years, I offered my consulting services to different companies, managing, coaching, training, building strategic plans and more. Helping my clients reach their business goals is my strength, as all my clients feedbacks might suggest.
When I joined the financial industry, I discovered that what matters to most advisors is the commission they make on the sale.
But what about the client? What about ethics and transparency? What about helping others build strategic and customized plans? I knew that often the financial product being sold to a client was either not the appropriate one, or more expensive than another equivalent one.
My ethics keep me from criticizing others and their practices. Instead, I am focused on educating clients, so they can make the right decisions.
By listening to my 15-45 minute modules, clients are able to understand basic concepts and make the right decisions. I will not step back. I will put time, effort and whatever energy is required, to get my clients back on track. I will spend time building a budget if need be and will be there for my clients for as many years as is necessary, because my clients need to feel supported and guided at all times. Life is full of surprises and strategies need to be adjusted accordingly.
At Vidal Financial Group all our services are free of charge regardless of the time spent with you. Our goal is to teach and educate you about different concepts and also introduce you to our specific “holistic” approach. We want you to understand the basic and most important concepts about “finance”. And this as mentioned, is at no charge.
We can either set up a one-on-one meeting with your friend or we can schedule a group meeting. Also, for each referral, we will gift you with a nice surprise.
We at Vidal Financial Group care a great deal about your health, safety and comfort. Therefore, in our new developing reality we offer a variety of remote-consultation services. Schedule a virtual meeting, get comfortable in your house and we will take care of the rest.
We would strongly recommend to view bankruptcy as a last resort solution. Please schedule an appointment with us before making any decisions, we will explain and show you all of the other possible options to manage your debt.
Insurance doesn’t always have to be expensive. If you develop healthy life habits you will be able to afford a life insurance and have peace of mind knowing that your family is protected. We at Vidal Financial Group will take the time to analyze your budget and concerns. We will build a strategy for your family and will suggest the best solution for you out of countless options with many partners and providers that we work with.
Absolutely! We could offer a “guaranteed” life insurance regardless of other life insurance providers judgement or decision.
Yes, you most certainly can. You would even be surprised to know that the maximum death coverage can be as high as $1,000,000.
Yes, there is a variety of different ways to save on taxes. Schedule a meeting and we would gladly show you all the the different methods to save by doing your taxes the right way
When done correctly, investing can be extremely rewarding. Firstly, we will take the time to explain and teach you and your family all about investments. We will show you all of the most important concepts of investments. We will teach you how to invest without any struggle and we will advise how to invest and how to guarantee your investments.
Don’t worry. We work with many different partners and providers. We will be able to find the perfect disability insurance solution to cover you in case of an accident or injury. Since you could also be covered by any third-party insurer we would have to analyze your situation and tailor a personalized proper solution for you.
Yes, you can. Every case is different and every disease or illness is treated differently depending on our different partners and providers policies. Book an appointment with us and we will make sure to find the right solution for your needs.
Yes, it is very much possible. We at Vidal Financial Group will teach you a variety of unique strategies to manage your investments wisely.
It is more than possible! Not only will your family or beneficiary be able to collect funds in the unfortunate case of death, but you will also accumulate money that’s exempt from taxes and be able to use it as leverage to finance any sort of future project.
We work with a diversified team of experts in many fields, among all, we can provide the services of fiscalists, tax experts, estate experts, notaries, lawyers and many more. We will be able to strategize and define a clear way for you to achieve your financial security goals.
Unfortunately, those stories are real. Gladly, there is a way to avoid that! The importance of having a trustworthy, loyal and honest financial security advisor who will guide you throughout your life events is paramount. The correct advisor for you will be able to intelligently suggest what steps you should take to protect your family and yourself and what is the best time to take them.
