Our services are designed for all profiles and budgets.
Our different firms have varied expertise, meaning we have solutions for all clients, regardless of their profile or income. Our advisors will be happy to guide you in the right direction!
Personal insurance
Our personal insurance services include a number of health insurance, unemployment insurance, life insurance, old-age insurance and credit insurance programs. We strongly recommend a preventative approach over a curative one when it comes to protecting yourself and your family.
Financial planning
When you speak to one of our financial planning advisors, we’ll create an overview of your current financial situation, identify your financial goals and carefully set out the steps to get there. We’ll cover cash management, tax planning, wealth management, risk management, retirement planning and inheritance planning.
Group insurance
En consultant nos conseillers en assurances et rentes collectives, vous obtiendrez un portrait clair de votre situation actuelle et vous pourrez prendre des décisions éclairées qui feront toute la différence pour votre entreprise. Notre équipe est compétente et expérimentée.
Investment
We offer our clients tailored investment solutions for any income bracket. Helping you protect and grow your savings is one of our top priorities. We work with individuals and families on a daily basis, with a real and ongoing commitment to serve them better.