REACH
YOUR FINANCIAL GOALS
Our mission is to build trusting relationships with each client and provide lifelong guidance that helps them achieve their financial goals and, ultimately, long-term financial security.
OVER 35 years of experience
reaching financial goals
Our mission is to build trusting relationships with each client and provide guidance throughout their lives to help them achieve their financial goals and, ultimately, long-term financial security.
We offer:
Our knowledge and skills backed by recognized qualifications
Our experience, with over 35 years of service
Our network of contacts, including fund companies, insurers, tax specialists, notaries, banks, and private lenders
Our professional IT tools to thoroughly analyze your financial situation
SERVICES FOR
Individuals
Professionals seeking a financial strategy to protect their income, accumulate capital, and better secure their retirement
Couples or individuals looking for a strategy to purchase a new property
Couples or individuals, with or without children, seeking a strategy to protect their income and grow their capital
Individuals looking to finance their children’s higher education
Individuals who have changed employers and wish to transfer their pension fund to an account registered in their own name
Individuals approaching retirement who want to establish a financial strategy tailored to their needs
Self-employed workers who want to protect their income in the event of illness or an accident
SERVICES FOR
ENTERPRISES
Self-employed workers seeking to establish an Individual Pension Plan (IPP).
Companies looking to set up group insurance to provide benefits for their employees.
Business owners wanting to motivate key employees through a Deferred Profit-Sharing Plan (DPSP) strategy that allows the payment of bonuses, overtime, or sick days.
Businesses seeking a strategy to establish a buy-sell agreement plan between business partner.
Our Mutual fund dealer
