Benefits of joining our independent advisor firm

Over the years, we have developed tools and services for our advisors to simplify their sales and expand their knowledge. Our goal: Partnering in your success. Because Groupe Cloutier is a family affair in which our advisors play a part.

Find the best solution for your clients

Our business volume gives us access to more than 20 insurance companies and financial institutions across all business sectors, which allows you to offer your clients the very best solution according to their insurance and investment needs. With us, you have unique, direct contact with the whole industry to make your life easier.

Be supported by financial service
experts

Our team of specialists supports you before, during and after your sales. Their knowledge of all the companies we do business with makes them unparalleled experts. Together, they cover investment and retirement, group insurance and annuities, living benefits and life insurance.

To ensure your practice compliance and perfect and update your financial service skills, our in-house experts also offer various training & events specifically designed for advisors.

Entrust us with your business follow-up

Take care of your clients while we take care of the rest: Follow-up with insurers and financial institutions, preparation of missing documents when needed, client medical exams... everything is verified down to the last detail. Not to mention quick processing times, which is very important for us. We manage it all in a flash and with great care, too.

To follow the development of your new and existing businesses, we offer a dedicated call centre, the Service Centre.

Meet us easily anywhere in Quebec

We believe strongly in human contact and we want you to be able to speak with us face-to-face. Our sales directors will travel to meet you and we have 5 financial centres in Quebec so that you can consult our experts, easily attend training or simply deliver and collect your mail. We are accessible and flexible.

Manage your files on our secure platform

All our advisors are given exclusive access to our toolbox: You can easily follow your clients' files and access an array of useful information and documents, such as forms from all financial institutions, company pricing software, available training and sales & business development tools.