Our Clientele

We optimize the financial situation of individuals, entrepreneurs and companies.

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Protect the Future

We work to protect your future and to secure your current situation through specialized and group insurance plans.

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A Humane Approach

We foster proactive and evolving relationships with people that are based on trust, attentiveness and competence.

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Do you wish to ensure the longevity of your company and to protect your family?

Many insurance options are available to you.

Group insurance
Overhead insurance
Partnership insurance
Commercial loan insurance
Key person insurance
Disability buyout insurance

Do you take full advantage of your group insurance plan?

If you already have such a plan, an evaluation to determine if it meets your needs and if its premiums are fair and reasonable could be beneficial.

We would be happy to evaluate all the components of your plan at no extra cost to you and no obligation on your part so that you may draw the maximum advantages from it.

Request an evaluation

Here's what we will evaluate:

  • The plan's financial and tax components

  • It's adequacy in meeting your current and future needs

  • The scope of the plan's coverage and your protections

  • The value of the premium

Discover the advantages of a corporate group insurance plan.

A corporate group insurance plan offers many tangible advantages—for both the employer and the employees.

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FOR THE EMPLOYER

  • Provides a competitive edge over companies that don't offer such a plan
  • Facilitates the hiring and the retention of employees
  • Provides tax advantages
  • Increases the level of employee satisfaction
  • Increases employee productivity

  • Provides insurance without evidence of insurability
  • Ensures the lowest rates through cost and risk sharing
  • Provides financial security
  • Gives access to the best care at a lower cost
  • Reduces financial risks in case of critical illness

Have your group insurance plan evaluated at no extra cost to you and no obligation on your part.

CONTACT US

SERVICES

We offer personalized services with professionalism and efficiency.

NETWORK

Take advantage of our network of experts for your tax and estate planning.

SOLUTIONS

Our solutions are adapted to the environment of your business and the context of your family.

EXPERTISE

For over 35 years, we have been getting results and finding solutions adapted to our clients' needs.

Our partners

A complementary expertise at your service