Personal insurance
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Finaplus offers personal insurance consulting services to optimize your financial situation and provide financial security for you, your family or your business. We have experts to meet your different financial needs and find the best solution for you in the market.
- Assessment of your insurance needs
- Advices and recommendations of appropriate coverage
- Implementation of financial, tax and estate strategies
- Protection of assets, income and financial capital
Type of personal insurance solutions
Life
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Mortgage
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Disability
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Critical illness
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Travel
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Health
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Long-term care
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Share buyback
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Our insurance companies for personal insurance
Individuals investments and wealth management
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Finaplus offers investment, savings and retirement solutions through tax-efficient plans, investment accounts and bank accounts tailored to your needs and wealth management consulting services.
We put in place financial strategies that meet your objectives and offer a choice of investments tailored to your investor profile. Our active management allows us to optimize the return on your portfolio.
We mainly do business with the largest investment companies.
We put in place financial strategies that meet your objectives and offer a choice of investments tailored to your investor profile. Our active management allows us to optimize the return on your portfolio.
We mainly do business with the largest investment companies.
Investment advices
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Adapted financial solutions
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Retirement analysis
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FInancial strategies
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Disbursement strategie
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Rebalancing accounts
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Second opinion
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Types of accounts
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Types of investments
* Mutual funds distributed through Groupe Cloutier Investissements inc. |
Our companies for individuals investments
Pricing
Our management fees are included in the management fee of the investment fund and can represent up to 1% of the value of the account.
Possibility of billing fees to benefit from a tax deduction.
Possibility of billing fees to benefit from a tax deduction.
Mortgage
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- Mortgages (first home purchase, relocation, refinancing or mortgage renewal)
- All-in-one mortgage solution (consolidating your mortgage, savings and income)
Tax and estate planning
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- Tax savings strategies
- Planning your estate cash and expenses and taxes payable on death
- Current balance sheet and inheritance
- Review of your legal documents (wills, cohabitation agreement, shareholder agreements, fiduciary structure)
- Estate Regulation
Contact us for more information about our services and to help you enjoy peace of mind.
We work for you, in your interest
