Reach your financial goals
Our mission is to build a trusting relationship with each client and to advise them throughout their life to help them reach their financial goals and ultimately financial security.
Assurance et Produits Financiers Vani
We have over 35 years of experience
Our mission is to build a trusting relationship with each client and to advise them throughout their life to help them reach their financial goals and ultimately financial security. We can help by using:
- Our knowledge and skills according to our qualifications
- Our experiences, over 35 years of service
- Our contacts (various fund companies, insurers, tax specialists, notaries, banks, and private lenders)
- Our professional IT tools to analyze your financial situations
Serving our clients in English, French, Italian and Spanish!
Who are our customers?
01
Individuals
- Professional looking for a financial strategy to protect their income, accumulate capital and better secure their retirement.
- Couples or individual looking for a strategy to buy a new property.
- Couples or individual, with or without children, looking for a strategy to protect their income, grow their capital.
- Individual looking to finance their children's higher education.
- An individual who has changed employers and wants to transfer their pension fund from the former employer to an account registered in their name.
- An individual approaching retirement who wants to establish a financial strategy adapted to their needs.
- Self-employed worker who wants to protect their income in the event of illness or accident.
- And many others, do not hesitate to contact us!
02
Enterprises
- Self-employed worker wanting to establish an individual pension plan (IPP)
- Company wanting to set up a group insurance to grant benefits to their employees.
- Business owner wanting to stimulate their key employees through a deferred profit-sharing retirement plan (DPSP) strategy, to allow the payment of bonuses, overtime, or sick days.
- Businesses looking for a strategy to set up a buy-sell agreement plan between business partners.
- And many others, do not hesitate to contact us!
