WE THINK GLOBAL
WE ANALYZE YOUR FINANCIAL SITUATION
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.
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.
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
Insurance solutions to protect you, your family, your business and your estate in the event of death, disability or serious illness.
Savings and investment solutions and wealth management to help you achieve your financial and retirement goals.
Group insurance and group annuity solutions to increase the physical, mental and financial health of your employees.
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 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 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.
Our financial strategies tailored to your needs help you achieve your goals and optimize your current and future financial situation.
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.