My Planning®

Montreal, Quebec, based wealth management firm, Zagari, Simpson & Associates Inc, specializing in Due Diligence, Investment Management, Cash Flow Analysis, Tax Minimization and Preparation introduces the NEW My Planning® mobile app.

Communication between advisory professionals and their clients play a crucial part towards increasing their personal or family net worth. Our FREE My Planning® app is a powerful communications tool that can help you grow your personal assets by as much as 4.2 times more than non-advised households. (Source: New Evidence on the value of financial advice) Stay connected with “Ask Us” an easy to use feature that can answer all of your questions.
We value your privacy which is why we made the My Planning® app alert feature customizable to only provide you with content of interest.