Who are we?
The Dorval-Ouest-de-l’Île agency, whose location provides increased accessibility (location served by highway 40 and des Sources boulevard), has a team of experienced financial security and financial planners.
Our agency focuses on providing overall service with respect to:
- Savings plans (RRSPs, TFSAs, RESPs, RRIFs, annuities)
- Retirement needs analysis and tax disbursements
- Estate needs (death)
- Auto, home, critical illness, travel, disability and group insurance
- Mortgage brokerage/HBP
- Budgetary strategy
Since we opened, we have won several awards that set us apart as one of the most successful agencies in our region and we have made significant donations to several foundations.
A complete service offer to answer your needs
Savings and retirement
Mutual funds are based on a simple principle : pooling your money with that of many other investors in order to offer you access to global markets and a large selction of investments, as well as the flexibility to invest whatever you want, whenever you want.