Financial advice for businesses

We know that your company is your livelihood and a project you put a lot of thought into. Ensure its success with financial advice from our advisors: They have access to all existing tools, specialists, funds and investment products in the industry to find the best strategies.

Long-term financial planning for your company

You have a vision for your company and we have the tools to help you get there. With us, we aim for long-term profitability and we have access to all investment vehicle options to achieve it. Make sure your assets are protected and profitable. If you expand your business, we follow you through the steps and give you personalized advice to ensure your company is financially optimized.

An in-house tax expert who makes the difference

We are one of the few multidisciplinary brokerage firms to have an in-house tax specialist within the sales department, which represents a goldmine of information for our independent advisors. Our tax specialist’s expertise and his long experience with entrepreneurs and businesspeople is put to use in the analysis of their sophisticated financial needs and in the development of insurance strategies aimed at preserving and maximizing their wealth and inheritance. The firm's network of advisors also benefits from its multiple tools and tax reference documents. Our tax specialist’s numerous training courses and his great availability also contribute to the improvement of their specialized knowledge.