Company Information

Get to know Services Conseils Optimista Inc.

Services Conseils Optimista Inc. is an independent financial services firm based in Montreal, Quebec. The company's mission is to provide personalized, human-centric financial guidance to help individuals and businesses achieve their financial goals. They offer a comprehensive range of services, including life and health insurance, group insurance plans, savings and investment strategies, mortgage solutions, and holistic financial planning. As an independent firm, they emphasize their ability to offer objective advice and a wide selection of products from various financial institutions to best suit their clients' needs.

Industry

Financial Financial AdvisementPRIMARY
Financial Other Service

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Services Conseils Optimista Inc.

Canada

Founded in

2017 (9 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Regulated

Recommended

IUX

(2,284 reviews)

Mauritius

2015

(10 years)

Security Information :

FSCA

FSC

ASIC

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.