About Boris Kolodner,
Licensed Financial Planner in Quebec
MBA, Financial Security Advisor and Fin. Pl diploma holder with more than 20 years of experience. Trusted by families and businesses in Montreal and in Quebec province for investments, tax planning, mortgages and insurance.
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Profile
I am Boris Kolodner, MBA, Financial Planner and Licensed Financial Security Advisor. With more than 20 years of experience in insurance, investments, mortgages and financial planning, I help my clients make informed decisions and protect their financial future.
Credentials
- Education: MBA (Finance); Financial Planner diploma (Fin. Pl, 2017)
- Licensing: AMF & CSF, active and renewed in 2025
Experience:
0+
years in insurance, investments, mortgages, and financial planning
0+
years in tax preparation and tax planning, including strategies for high-income clients and real-estate transactions
What I Help With
- Investments, mortgages, insurance and integrated financial planning
- Tax-aware strategies aligned with personal and business goals
- Clear modeling, conservative assumptions, and practical implementation
How I Work
- Precise. Transparent. Client-first.
- I explain options in plain language and coordinate, when needed, with your accountant or legal advisor.
Languages
- Services: English, French, Russian, Hebrew
- Also understand: Polish, Ukrainian, Czech, Belarusian, Bulgarian
Outside the Office
Married, father of three boys. Yoga practitioner for 20+ years and avid badminton player. I value balance, discipline, and long-term focus—in life and in finance.
My Services at a Glance
Tax Planning
Analysis, cash-flow modeling, structure & tool selection; coordinate with accountant/notary/lawyer.
Mortgages
Residential / commercial mortgage solutions and reverse mortgages via trusted brokers; integrated with tax and cash-flow planning.
Investments
RRSP, TFSA, FHSA, RESP, RDSP, NR, investment loans; insurance-lending; flow-through shares (referral).
Insurance
Life, health, disability, critical illness and travel insurance - aligned with goals & tax strategy; group & damage insurance via referral.
Financial Planning (Hourly)
Tax, retirement, estate, debt/risk, budgeting & cash flow ($100–150/h).
Banking
Manulife personal/business accounts and Visa credit cards.
Why You Can Rely on Me
Professional experience
I have been working in financial planning, investments, insurance and mortgages for more than 20 years. My MBA and professional accreditations give me the knowledge to handle both simple and complex cases with confidence.
Personalized approach
I believe every client’s situation is unique. I take the time to understand your goals, needs and priorities, and then build a plan that works specifically for you.
Clear communication
I speak English, French, Russian and Hebrew, so I can explain financial matters in the language you are most comfortable with.
Fast and reliable service
I usually respond within 24–48 hours, ensuring that you always feel supported and never left waiting.
Trusted relationships
I value long-term partnerships with my clients. Many of them stay with me for years because they know I provide ongoing support, not just one-time solutions.
Strong network
When needed, I involve colleagues and experts from across Canada to give you access to the right knowledge and the right opportunities.
Work Process
Initial
contact
You can reach me by WhatsApp, phone, text or email.
First
meeting
We schedule a call or online appointment via Google Meet to discuss your situation.
Setting
goals
Together we define your financial priorities and objectives.
Information
gathering
I collect and review the necessary financial details to understand your current position.
Plan
development
I prepare a tailored financial strategy based on your needs and goals.
Implementation
We put the plan into action step by step.
Ongoing
support
I monitor the results, provide adjustments when needed and update the plan over time.
Ready to plan your financial
future with confidence?
Let’s create a personalized plan for your insurance, investments, taxes and mortgages.
The first consultation is free.
The first consultation is free.
Book Your Free ConsultationGet in Touch Today