Your trusted partner
INSURANCE AND WEALTH MANAGEMENT
We optimize your financial situation
Finaplus is an independent consulting firm specializing in insurance and wealth management brokerage for individuals, businesses and private banking. Serving more than 2,500 families, professionals and businesses in the region and representing more than 25 insurance and investment companies, Finaplus wishes to become your appreciated partner for all those who aspire to optimize their personal and corporate financial situation. by having access to the best solutions on the market that meet your specific needs.
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Our firm →
WE THINK GLOBAL
YOUR FAMILY
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YOUR BUSINESS
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YOUR INVESTMENTS
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YOUR RETIREMENT
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YOUR ESTATE
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WE ANALYZE YOUR FINANCIAL SITUATION
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LISTENING
It is important for us to understand your current personal and financial situation as well as your future and retirement goals. Our team is here to listen to you and establish a relationship of trust. |
ANALYSIS
Once we have everything in our hands, we are proactive in finding solutions that will optimize your current and future financial situation and achieve your financial goals. |
ACTION
We are doing an action plan specially for you, we propose and we implement financial strategies adapted to your needs to meet the needs of all the spheres of your finances. |
WE ACT IN ACCORDANCE WITH YOUR NEEDS
Personal
insurance
Insurance solutions to protect you, your family, your business and your estate in the event of death, disability or serious illness.
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Wealth management
Savings and investment solutions and wealth management to help you achieve your financial and retirement goals.
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Social
benefits
Group insurance and group annuity solutions to increase the physical, mental and financial health of your employees.
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Tax &
estate
Tax and estate solutions that optimize your financial situation and the settlement of your estate through estate planning and tax strategies.
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Private wealth management
Distinctive solutions for wealth management at preferential rate and tax and financial strategies.
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WE REPRESENT THE GREATEST INSURANCE AND INVESTMENTS COMPANIES
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Serving our customers since 1979
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A dynamic and highly qualified team, professional services and attentive to customers.
That's why our customers trust us since 1979.
That's why our customers trust us since 1979.
Our team →
CONNECT WITH US
Insurance quoteFor life insurance, mortgage, disability or critical illness, we compare premiums with more than 10 insurance companies in Quebec. It's so simple, we compare, you save!
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BlogVisit our blog to learn more about insurance and investing, and to be on the lookout for various financial news or our firm.
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Newsletter |
Social mediasJoin us.
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Q U E S T I O N S ?
Contact our advisors.
