• Individual insurance
  • Wealth management
  • Heritage Protection Strategies
  • Portfolio Management
  • Asset allocation
  • Investment and wealth maximization strategies
  • Estate planning (inheritance)
  • Retirement and financial planning
  • Tax Strategies
  • Budget and balance sheet
  • Analysis of capital needs in case of hard knocks
  • Assist with drawing up a balance sheet
  • Help with budgeting
  • Management of savings and debt
  • Analysis of Group Insurance Plans at Work and Recommendations
  • Loan insurance Needs Analysis
  • Corporate General Insurance