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.

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Advisory services for senior officers and shareholders

  • Shareholder agreement insurance
  • Key person insurance
  • Life insurance
  • Soins de santé à l’étranger
  • Convention de retraite (hauts salariés)
  • Planification et analyse de besoins
  • Soins hospitaliers
  • Soins médicaux et dentaires

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

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of your group insurance plan for free

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without any obligation on your part. We deal with a large number of insurance companies.

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