I'm Liliana,

Financial Advisor in Montreal, West Island, Laval.

If you are committed to be financially secure, then my job is to help you build a financial reality that works for you and your loved ones.

As a Financial Advisor in the Montreal area, I can guide you to become financially secure.

Together, we can build a secure financial reality that works for you and your loved ones.

I will be happy to contribute to your financial security regardless of where you’re today.

In fact, I can assist you with advice, strategies, recommendations, financial products and services that can create new financial possibilities for you.

In all 11 years as a Financial Advisor in the Montreal area, I’ve had the honor of helping people understand the necessity of implementing a financial security strategy.

Click the button below to book your free financial security session, and…

How you can benefit from working with me as your Financial Advisor in the Montreal area

First of all, I work with people that are serious about protecting those who depend on them. And,  they are preparing to have money for the family in case of an unexpected event.

I’m specialized to find the best solution for:

– young families with small kids and big mortgages
– healthcare professionals and small business owners
– seniors and/or uninsured persons

Quite honestly, I am committed to providing you with the most suitable financial solutions.

– First, I assess your current situation and your family’s financial needs.
– Then, I determine your short-term and long-term financial goals and needs. – Also, I will give you advice on the financial products that are right for you.
– Finally, I will come with financial strategies and solutions, ensure you financial security from life’s different circumstances, expected or unexpected.

Certainly, based on my expertise, experience, knowledge, education, recommendations, and services we can build a trustful relationship.

I can help you achieve your financial security goals with total ease.

By the way, if you’re wondering how I’m paid…

You’ll be glad to know that I do not charge you any fees for my services.

In fact, I will be paid a sales and service commission from the company that provides the financial product if you choose to purchase one through me.

I’m partnered with Canada’s top insurance companies to find you the best solution for your needs:

Allianz Global Assistance, BMO Insurance, Canada Protection Plan, Edge Benefits, Empire Life, Equitable Life, Foresters Financial, Humania Assurance, Industrial Alliance, La Capitale, Manulife, RBC Insurance, Speciality Life Insurance, SSQ Insurance.

By the way, no insurance company holds an ownership interest in my business, nor do I hold an interest in any insurance company.

Click on the button below to book your free Financial Security Session with me as your Financial Advisor in the Montreal area.

A Little About Me

In 2001, I moved to Canada from Romania.

My structured attitude enables me to offer strategies and solutions that fit the best interest of my clients. I developed this attitude, as well as organizational and problem-solving skills while completing my university studies in Computer Science.

Also, thanks to my medical education from college I became an empathic person. Plus, the high communication and flexibility skills enable me to take care of my clients in a totally different way than others Financial Advisors.

I expanded my financial knowledge and expertise once again, in the Real Estate field and in mortgage loans. I graduated from College de l’Immobilier du Quebec, the Mortgage Broker Program.

All these skills enable me to better serve my clients.

By the way, my first contact with the Financial Security profession was immediately after I arrived in Canada.

Today, I remember a question one of my co-workers asked me 17 years ago:

”If you got into a fatal car accident while driving back home today, who would take care of your 7 years old daughter, financially? “

My answer to her was: “the government!”

She laughed and said: “Ok! Right now, I’m booking an appointment for you with a Financial Advisor.”

Quite honestly, that conversation was an eye-opener for me.

I’m wondering, what conversation we can have that will change the way you understand your financial reality too…

I hope, this is just the beginning of our relationship and, I’d love to learn more about you.

The best way to contact me is by phone at 514-677-5459 or by email at

Thank you so much for taking your time to visit my page.

I’m thrilled that we’re now connected and  I’ll be excited one day to meet and work with you in person.

With all my gratitude,

Liliana Financial Advisor in Montreal Signature image

Liliana P. Danila


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