Exclusive to Cloutier advisors, Flexibili.T self-directed accounts simplify investment management and enhance the experience of high-net-worth clients by consolidating all their assets into a single account. An indispensable tool for customer acquisition and retention.
As a Cloutier advisor, your clients can join the Business Services Association/Proteck and benefit from exclusive coverage (accidental death, critical illness, supplementary health insurance and much more).
Furthermore, BSA/Proteck members are entitled to our claims support service, which takes care of everything in the event of disability, critical illness or long-term care. Our team of professionals specialized in rehabilitation takes care of everything: forms, communication with insurers, doctors and specialists, complete follow-up of the file and support during your clients' recovery.
Give your clients a cost-effective alternative to traditional group insurance. With Alternative Proteck, you're one of the few advisors who can offer this exclusive and affordable alternative coverage, especially designed for companies looking to cut costs without compromising protection.
A team of experts dedicated to your success
Benefit from access to the vast majority of insurers and financial institutions and to exclusive products
Simplify your work with our online platform for centralized file management
Take advantage of exclusive training and events to enhance your skills
Develop your career with our personalized support
Experts on hand to answer all your questions quickly and effectively.
Tailored solutions that meet your needs and your clients' to help you maximize your efficiency and success.
Strategically positioned services to provide local support, no matter where you are.
Find out how we can grow your practice, optimize your success and simplify your day-to-day operations.