A committed ally for your peace of mind
FINANCIAL SECURITY
ADVISOR
WITH CLOSENESS & CLARITY
PROFESSIONALISM + CONFIDENCE
Hi, there. My name is
Marcela Mayorga
Financial security advisor in Quebec
An accounting graduate from HEC Montréal, I'm passionate about helping families and individuals manage their finances.
My mission? To guide you, with a listening ear and a strategy, towards lasting financial stability.
Custom-made solutions
For every stage of your life
What financial options suit your needs?
There are many options to protect your future and achieve your goals: insurance, savings, investments, retirement planning, and more. But not all solutions are for everyone.
Every person's situation is unique, and that's why it's best to receive a personalized recommendation.
Schedule an appointment with me, and together we'll discover which financial solutions best suit you and your family.
Savings and strategic investments. Child Planning and Retirement
Build your financial future with solutions tailored to your situation. Powerful tools to secure the future of those you love.
RRSP (retirement savings) Retirement strategies for couples or self-employed workers.
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TFSA (tax-free savings account).
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Emergency fund.
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Education savings plan (RESP) for your children's education.
Make your money grow wisely. Give them a good start.
Financial security with purpose and connection
Service Method
1 X 1 CONSULTATION
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You receive financial advice tailored to your personal situation.
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You benefit from a confidential space to ask all your questions and clarify your objectives.
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Together, we draw up a concrete action plan to improve your financial situation and achieve your priorities.
Ideal if you want in-depth individual support and a personalized strategy.
GROUP CONSULTATION
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You learn in a collaborative environment where exchanges enrich your understanding.
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You benefit from answers to your concerns while discovering situations similar to yours.
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You gain access to a group dynamic that motivates, encourages and inspires.
Ideal for those who like to learn with others and feel supported in their journey.
WORKSHOPS
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You explore a specific topic (savings, credit, retirement, insurance, etc.) with concrete tools.
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You leave with immediate actions to apply to your own financial situation.
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The workshop is interactive, dynamic and focused on putting into practice what you learn.
Ideal for those who want to progress quickly with tangible results.
Testimonials from people
with whom I had the privilege of working
“My husband and I met with Marcela to discuss our insurance option.
We were very impressed with the time and care she took to explain everything to us. It was immediately evident that for Marcela, the well-being of her clients is paramount.
I highly recommend Marcela to anyone looking for an advisor to help them make smart, appropriate, and responsible decisions about their finances.”
Martha Shore - English Teacher at CLIC
