Services

Services

Group insurance and pensions

Our firm offers the following services:

  • Needs analysis
  • Analysis of current plans
  • Quote requests and analysis
  • Registration of plans with insurers (online enrollment)
  • Deduction and taxable benefit calculations (freeware)
  • Information sessions
  • Notices to employees
  • Analysis of fiscal impacts related to government plans
  • DEDICATED assistance for employer and employee claims

Our other services

Life insurance, disability and serious illness insurance

Our firm has access to Canada’s network of insurers. Using our electronic communication capabilities, we can offer you the best price for the product you are looking for.

  • Individual life insurance (first and second death)
  • Family life insurance
  • Mortgage life insurance
  • Life insurance covering different loans
  • Business life insurance
    • Buy-sell
    • Key person
    • Bank loans and lines of credit
  • Disability and serious illness insurance
    • Personal
    • Family
    • Business

Investments

As a member in good standing of the Investment Industry Regulatory Organization of Canada (IIROC) since 1994, we offer our clients the opportunity to invest, individually and collectively, with some of the largest investment companies:

  • Mutual funds
  • Guaranteed investment certificates

The different investment options are:

  • Non-registered
  • Registered
    • RRSP
    • Spousal RRSP
    • RESP (Registered Education Savings Plan)
    • LIRA
    • LIF
    • RRIF
    • VRSP (Voluntary Retirement Savings Plan)
  • TFSA