1.866.697.5800 1 Holiday Street, West Tower, Suite 530 Pointe-Claire, Quebec H9R 5N3
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services

Insurance_Icon_ENInsurance


Personal (Individual) Insurance Programs and Analysis

Types

Life Insurance
Mortgage Insurance
Disability, Accident, and Sickness Insurance
Critical illness Insurance
Travel Insurance

Insurance Analysis

Corporate Insurance, Savings and Investment
Employee Benefit Consulting
Corporate Pension Plans and Individual Pension Plans (IPP)
Group RRSPs
Supplementary Retirement Income Plans
Funding Buy/Sell Agreements
Collateral Term Insurance
Funding for Capital Gains Tax Liabilities
Keyman Insurance
Executive Deferred Compensation Plans
Insured Supplementary Retirement Income Plan

Investments_Icon_ENInvestments


• Retirement needs analysis

• Segregated Funds

• RRSPs

• RESPs

• TFSAs

• IPPs

• Annuities and RRIFs

• Tax sheltered savings in life insurance

• Non-registered savings and investment plans

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