Our Services
We offer the expertise and quality you deserve

A complete and objective vision of your wealth combined with a multidisciplinary and independent team like ours allows each client to have a global and personalized financial plan while ensuring that the products offered are best suited to their situation.

A regular update of your financial strategy gives you peace of mind to focus on what really matters, knowing that you are in good hands.

Services adapted to your situation

Employment
Term Investments
Guaranteed Investment Fund
Mutual funds
RRSPs and TFSAs
Borrowing management
Couple life
Budget
Income Protection
Income splitting
Life Insurance
Businesses
Advanced financial planning
Tax strategies
Insurance and risk management
Retirement and succession
Real Estate
Home Buyers' Plan
Mortgage Financing
Mortgage Insurance
Families
Life Insurance
Critical Illness Insurance
Health and income protection
Disability Insurance
Children
RESP
TFSA
Debt management
Children's insurance
Pre-Retirement
Retirement income planning
Income splitting
RRSPs, TFSAs and RRIFs
Long-term care
Retirement
Retirement Needs
RRIFs and Annuities
Life Income Fund (LIF)
Locked-in Retirement Income Fund (LRIF)
Succession
Estate planning
Expenses related to death
Heritage

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