WE THINK GLOBAL
YOUR FAMILY
|
YOUR BUSINESS
|
YOUR INVESTMENTS
|
YOUR RETIREMENT
|
YOUR ESTATE
|
WE ANALYZE YOUR FINANCIAL SITUATION
|
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.
|
Wealth management
Savings and investment solutions and wealth management to help you achieve your financial and retirement goals.
|
Social
benefits
Group insurance and group annuity solutions to increase the physical, mental and financial health of your employees.
|
Tax &
estate
Tax and estate solutions that optimize your financial situation and the settlement of your estate through estate planning and tax strategies.
|
Private wealth management
Distinctive solutions for wealth management at preferential rate and tax and financial strategies.
|
WE REPRESENT THE GREATEST INSURANCE AND INVESTMENTS COMPANIES
      |
      |
KEY ELEMENTS OF A GOOD FINANCIAL ANALYSIS
Listening
Listening is the basis of a good relationship of trust and to enable us to better target your needs in relation to your financial situation and your objectives.
|
Planning
Planning allows you to analyze your financial situation in detail, to study the various scenarios and the risks and then to adopt a strategy better adapted to your situation.
|
Strategy
Our financial strategies tailored to your needs help you achieve your goals and optimize your current and future financial situation.
|
Update
Follow-up consists of making routine updates and reviewing your current financial situation to make adjustments in relation to your financial goals.
|
F I N A P L U S R E P O R T
Following a meeting with one of our advisors, you will receive a comprehensive financial analysis report that includes a current and projected balance sheet of your assets, a budget, an estimate of your insurance needs and a detailed analysis of your retirement income. and the necessary savings.
