Personal
Finaplus offers consulting services to individuals to optimize your financial situation and ensure financial security for you, your family or your business. Whether it's for personal insurance, savings, investment or retirement solutions, estate and tax planning or mortgage solutions, we have experts to meet your different financial needs and find the best solution. for you in the market. We are pleased to help you in all areas of your finances for almost 40 years.
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Business
Finaplus provides consulting services to business owners to assist and advise you on the corporate, operational, income protection and estate and transfer aspects of your business.
We also offer group insurance and group annuity solutions to SMEs to provide benefits to your employees and executives. That's why many companies in Quebec have chosen Finaplus since 1979. |
Private wealth management
Finaplus offers a distinctive service to our wealthier clientele through exclusive solutions and preferential rates. Whether for financial education, tax planning, asset management, retirement planning or estate planning, our experts are here to help you set up financial and tax strategies tailored to your needs and your personal situation. or corporate.
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