Finaplus is a financial services firm independent of any financial institution that offers consulting services in personal insurance, group insurance and wealth management. We serve families, professionals and businesses in the greater Montreal area. Our team is here to guide you and implement strategies for different areas of your finances. We have been working and excelling in these areas for nearly 40 years.
|
Our history
|
Founded in 1979 by François Jarry, Finaplus has been able to adapt over time and maintain its status as a leader in the field of life and health insurance brokerage. Nearly 40 years ago, almost all of our activities were related to personal life insurance. Today, the firm sees itself as a one-stop shop for financial services for individuals and businesses, for both insurance and wealth management purposes. Through its partners, the contemporary portrait of Finaplus' activities is as follows:
|
|
Our mission
|
Our main mission is to optimize the financial situation of our clients while offering a complete range of services. Our goal is not to sell financial products, but to identify the client's needs and advise the client in the best of his or her interests in order to offer him the most advantageous solution. Our values are mainly trust, listening and competence. These are the fundamental principles on which our company is built.
|
|
Our distinctions
|
Since its partnership with Groupe Cloutier in 2009, Finaplus has qualified several times at Cloutier Group's Elite Club, highlighting its exceptional results and bringing together the top 50 financial advisors from more than 1,500 advisors in Quebec and also a few times at the President's Club. Groupe Cloutier.
|
|
Our team
|
Our team is composed of financial security advisors, an insurance and group annuity advisor, a tax specialist and specialists in finance and management. Visit the Our Team section to find out about our professionals.
|
|
Our offices
|
Our offices are in Laval, near the intersection of boulevard de la Concorde and Route 125. We serve the Greater Montreal Area: Laval, Montreal, North Shore, South Shore, Laurentians, Lanaudière and Montérégie.
|
|
Our partners
|
As a fully independent firm, Finaplus offers insurance and investment solutions among the largest insurance and investment companies in Canada. Brokerage provides the best solutions that best meet the needs of our customers and at the best price.
|
|
Our process
|
Thanks to many years of experience in the field, Finaplus has developed its own process as well as its distinctive approach for its customers. This process firstly builds a relationship of trust between you and one of our advisors. Then, our expertise comes into play to properly identify your needs, to carry out an adequate planning of your situation, to establish effective strategies and finally to carry out a regular follow-up. We have also developed methodically a comprehensive financial analysis report of great usefulness that is given to you following a meeting.
|
Member of the Chambre de la Sécurité Financière and registered with the Autorité des Marchés Financiers under registration number # 500074
|
Proud to support the Heart and Stroke Foundation
|
FINAPLUS
With more than $ 1 billion in insurance underwritten and $ 45 million in assets under management, Finaplus is a Quebec-based company specializing in life and health insurance, group insurance and individual and group wealth management. 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 sought-after and 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.
5 |
Advisors to help you and advise you in your finances |
25 |
Insurance and investment companies represented |
45 |
Millions of dollars in assets under management |
1 000 |
Million underwritten insurance cover |
2 500 |
Families, professionals and companies who have chosen SAFJ and its advisors |
1979 |
Year of foundation of the cabinet |
We work for you, in your interest!
