Financial planning

Our team of experienced consultants is committed to skillfully planning all your insurance and financial services needs towards offering you a solution that is best suited to your personal situation. Our consultants have at their disposal powerful tools that enable them to compare the wide range of products and services available in the marketplace.

Advisory services for senior officers and shareholders

  • Shareholder agreement insurance
  • Key person insurance
  • Life insurance
  • Investment and retirement
  • Out-of-Canada health care
  • Retirement compensation arrangements (senior staff)
  • Needs analysis and planning
  • Hospital care
  • Health and dental care

Advisory services for individuals

  • Life insurance
  • Mortgage life insurance
  • Critical illness
  • Long term care
  • Investment and retirement
  • Registered education savings plan (RESP)
  • Tax-free savings account (TFSA)
  • Disability insurance
  • Travel insurance
  • Needs analysis and planning
  • Hospital care
  • Health and dental care

Don’t delay, contact one of our consultants today!

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Group insurance
Mortgage insurance
Group retirement plans
Human resources
Financial planning
Actuarial services