Wealth protection and transition management

You work hard to build your wealth: Don't let this go up in smoke after your death. Both your insurance and mutual funds are essential investment vehicles you must take care of and pass on.

Let our advisors and our extensive professional network advise you to develop a lasting wealth management plan.

Analysis of your assets over multiple generations

Our advisors make sure that your assets could be passed on from generation to generation. Think about it: Even your great-great-grandchildren could benefit from your hard-earned investments! Our specialists are here to help you develop investment, insurance and mutual fund strategies that will withstand the test of time.

Management from start to finish

In a regular agency, you need to talk to several people for your different financial needs. Not with Groupe Cloutier. Your advisor acts as a bridge between you and specialists from all sectors. And it's thanks to this solid network that you can be sure all aspects of your wealth are covered when you choose us. Are you properly insured? Do you have a solid retirement plan? Are your children well protected? They check it all for you.