A new beginning, a new challenge. Be reassured and make the right decisions to optimize your finances in this new situation.

  • Significant change in my life goals (ultimate goals, dreams, etc.)
  • New job
  • Termination of employment
  • Back to school
  • Self-employment
  • Disability leave

Recommended services:

  • Individual insurance
  • Portfolio management
  • Asset allocation
  • Investment and wealth maximization strategies
  • Retirement and financial planning
  • Tax Strategies
  • Budget and balance sheet
  • Capital needs analysis
  • Assist with drawing up a balance sheet
  • Help with budgeting
  • Management of savings and debt
  • Analysis of Group Insurance Plans at Work and Recommendations

Why individual insurance might be right for you?

Contact an advisor