While you're looking out for your clients, we're looking out for you.
We build lasting relationships with our advisors based on trust. As strong partners in your success, we work day in and day out to simplify your practice.
Secure zone
Why do so many advisors choose us?
Experts working for you
Our team of specialists is with you every step of the way. Their extensive knowledge of the companies we work with makes them unrivalled experts.
Our experts analyze your files in depth to identify the best solutions for you and your clients.
We search for and select the products that are best suited to your clients’ needs from a wide array of solutions.
We help you prepare documents that are professional and compliant to ensure a seamless and error-free process.
We provide a constant follow up with insurance companies and financial institutions to ensure that your files are properly managed.
We help you grow your business by identifying new opportunities and strategies.
Leverage our expertise to adopt best practices and optimize your business processes.
Personalized support for a smooth transition and a successful handover, ensuring the long-term future of your business.
Accessibility and opportunities
Benefit from maximum flexibility with services that address your needs. Our tailored solutions are meant to make your life easier, wherever you are.
Dedicated call centre
Experts on hand to answer all your questions quickly and effectively.
Personalized support
Tailored solutions that meet your needs and your clients' to help you maximize your efficiency and success.
Six service centres
Strategically positioned services to provide local support, no matter where you are.
The best business solutions for your clients
Our business volume gives us access to the vast majority of insurance companies and financial institutions for all our business sectors, enabling you to offer your customers the best solution for their insurance, investment and mortgage brokerage needs.
Exclusive financial products
Privileged access to unique products, available exclusively to Cloutier advisors. Stand out from the crowd and strengthen your leadership position with our unique solutions.
A Secure data centre
Simplify your work with our online platform to centralize the forms, documents and tools you need for your day-to-day management.
Exclusive training and events
Our approach is unique: we create training courses and events from A to Z for our advisors. In addition to networking with your peers, you have access to privileged information on the financial sector, presented by specialists and experienced speakers.
A powerful engine to drive your career forward
Benefit from personalized support at every stage of your career. Thanks to our expertise and exclusive resources, you’ll evolve quickly and achieve your professional goals with confidence.