We are a team of passionate Financial Security Advisors with more than 20 years of combined experience helping individuals, families, and business owners feel confident and supported in their financial planning.
Our approach starts with you—your goals, your lifestyle, and what truly matters to you. Every situation is unique, and your financial plan should reflect that. That’s why we take the time to understand your priorities before making any recommendations.
Whether you want to protect your loved ones, grow your savings, or explore benefits for your business, we guide you step-by-step with clarity, care, and a genuine commitment to helping you feel secure about your future.
Meet Our Team
Carrie Moyle – Financial Security Advisor
11, Boul. de la cité-des-jeunes est
Vaudreuil-Dorion (Québec) J7V 0N1
C: 514-232-5151 | carrie.moyle@nextlevelfinance.ca
Catalin Ivan – Financial Security Advisor
11, Boul. de la cité-des-jeunes est
Vaudreuil-Dorion (Québec) J7V 0N1
C: 514-609-4826 | catalin.ivan@nextlevelfinance.ca
Behind every plan is a dedicated advisor who listens, understands, and delivers solutions tailored to your needs. Our team combines expertise in insurance, investments, retirement planning, and tax optimization, ensuring you receive well-rounded advice and ongoing support.
Your security. Your future. Our priority.