Who are we?
Newly established but backed by over 40 years of tradition in the financial services industry, our agency has over 25 financial planners, financial security advisors, actuaries and group savings brokers to serve you. We are a young, dynamic team who work hard to improve our clients' financial situation while simplifying the process.
Our job is to clarify, protect and optimize your financial resources while enjoying what we do.
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.