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1 800 567-0927

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Financial services

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Contact us

1 800 567-0927

Financial services

Thanks to a solid expertise and a one-stop-shop, you have access to life and health insurance, investment and financial services products that help you realize your projects and plan the future safely.  Because each client is unique and every stage of life is special, the valuation of your assets is first and foremost through the search for solutions adapted to your needs.

 

Our services:

 

  • Life insurance
  • Mortgage insurance
  • Disability Insurance
  • Investments
  • Critical illness insurance
  • Long-term care insurance
  • Financial planning
  • Collective insurance
  • Actuarial services
  • Corporate tax concepts
  • Estate placement
  • Tax optimization

 

Please contact Jean-Francois Morin at 1 800 567-0927, ext. 2037.