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Insurance Advice

A good insurance portfolio evaluation requires the quantification of your needs and simplification of your objectives. With this purpose in mind, we meet and discuss efficient planning. We will then establish your goals and financial risks which will help us find the optimal solution for your unique situation.


Household & Business Insurance


Household Insurance

Your family is the most precious thing for you and we understand it. We want to help you protect it :

  • Mortgage and depts payment
  • Protecting a personal or family lifestyle
  • Tax payments due on death
  • Property liquidity to offer

Business Insurance

Severe health problems of a key person can have a heavy impact on your business and possibly disastrous financial impact. With the right insurance policies, unfortunate events can be avoided.

  • Easier transition after a death or important sickness of a key business member
  • Being able to fund a buy-sell agreement
  • Taking care of the business during invalidity
  • Repay corporate debt

Wealth Transfer


Inheritance transfer represents the final stage of your retirement plan. Several objectives can be in mind during your transfer of wealth:

  • Financial support for your children's future
  • Create a foundation for an organization
  • Donate charity to a significant organization
  • Allow an efficient transfer to your heirs

Another approach to fund such objectives is life insurance. It can become an efficient investment vehicle and can have considerable advantages over other investment vehicles.

Usually, these vehicles can be used to gain compounded tax-free growth, while the deceased benefit provides an untaxed important lump sum.

It gives you a net rate of return which is frequently hard to match in traditional investment vehicles.