John Daoud Financial Services inc.
Job title: Financial security advisor and mutual funds representative
Languages spoken: English, French
Area served: Greater Montreal
Trustworthy advice you can count on
Achieve financial peace of mind
At John Daoud Financial Services, we help families, small businesses and high-net-worth professionals achieve financial peace of mind. Our services are available in multiple languages, including English, French and Arabic, for Clients in the Greater Montreal area. Our honesty, diligence and great knowledge of the industry make us unique. If you’re looking to work with advisors who have your best interest in mind when building your roadmap, John Daoud Financial Services is the place to go.
Testimonials
“ I started working with John in 2015. I wanted to protect my business and my ability to earn money. Over the years he has shown me unique strategies for my Business. We have implemented some to protect my business, my family, grow my money, all at the same time saving money on taxes.”
Andrew Wojtczak
President Garage Outfitters
"We were very worried about how to manage several small pensions as well as different LIRA's and RRSP accounts we accumulated over the decades. Through the retirement planning team John and his colleague delivered a step by step plan on how to withdraw monies in the most tax efficient ways for us now and through retirement."
Richard Tremblay
“ I came to see John in 2015 for my personal investments. Over the years I have added protection for me and my family. We even added a health plan. John was patient every step of the way, listen to our needs and made a few suggestions with the pros and cons of each. In the end we decided what was best for our family and I like that.”
Keith Wilson
General Contractor
"I have been working with John for my personal investment and insurance needs for many years now. As time went on he helped my parents manage their situation with patience and kindness. Now as a business owner I have implemented the strategies he suggested with the approval of my accountant and fiscalist. Now that my family has become larger, John now services 3 generations of Koufos and we all have piece of mind."
Jonathan Koufos
Allancroft Service Center
“ I met John 7 years ago and he became my investment advisor. Over the years he has shown me unique strategies for my Business. We have implemented some to protect my business, my family, grow my money, all at the same time saving money on taxes.”
Joey Cury
President JC Logic
"John Daoud has been my insurance agent for years, and my wife and I couldn’t be happier with how hard he has worked to get us the coverage we need. I have had an extensive medical history, including both physical and mental illnesses, and despite these challenges John was able to find excellent insurance options at very fair prices for us. Most importantly, John really cares about his clients and it shows. He is an absolute pleasure to deal with, and a consummate professional. If you need insurance or investment advice, John is your man."
Jason Finucan, StigmaZero
"John Daoud has helped me review and adjust my insurance to my families need. He worked hard to find me a better product at a lower price for a longer coverage period. From the beginning he put my interest first and I appreciate that."
Premawatie Ramnarain
““I needed a trusted advisor to handle my files. John Daoud came highly recommended. After years of being with him for my insurance and investment he is now the advisor to my entire family”
Paul Teodorovici Peloton Minerals
Products and services
Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.
Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.
Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.
Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.