Insurance for self-employed and business owners

How will your company's shares be redistributed in the case of a death? If you're self-employed and forced to stop working for an extended period, who will complete your current contracts? Our advisors think about everything for the well-being of your company and managers.

Would your company survive a disability?

Protect what you built: Set up a Plan B. If your key people can't contribute to the business for several months or years, an adapted disability insurance policy would allow you to keep receiving their financial participation during their absence.

Asset & succession management

Our advisors analyze your business profile, but also your profile as an individual. They plan your succession, investments, personal & group insurance with you, as well as any other aspect of your financial health. They develop a strategy with you to protect your corporate assets in preparation for transfer to the next generation. Everything is analyzed and planned out.

We look out for our clients’ financial success

We've been helping you with simplified financial solutions for over 45 years.

Other Products and Services

Discover a full range of exclusive products and services to optimize your finances and grow your wealth.

Life insurance has changed. It no longer is simply protection for you and your loved ones in case of death. It's also a solid investment vehicle that you can bequeath.

A critical illness such as cancer or a heart attack can happen at any time. Receive a lump-sum payment in the event of a diagnosis, so you can concentrate on your recovery, without financial stress.

Don’t make unnecessary expenses: get a refund for certain medical expenses that are not covered by provincial insurance plans.

An accident or illness can happen at any time. And what if it happens to you? Get short-term or long-term insurance in case of disability.

With your insurance card in hand, a broken foot might ruin your vacation abroad, but it won’t ruin your finances! Be it for a few days, weeks, or months, leave your worries behind.

Medical history, high weight or advanced age: a number of factors can make it difficult for you to get insurance. However, you can get protection.

Recent articles

Taxation

(French only) S'autofinancer grâce à l'Infinite Banking : Stratégie réaliste ou simple illusion?

Le concept d’Infinite Banking semble gagner en popularité, notamment au sein de certains réseaux sociaux. Présentée comme une stratégie d’autofinancement avantageuse, cette approche permet aux titulaires de polices d’assurance vie d’emprunter sur la valeur de rachat de leur contrat pour financer divers projets tout en maintenant la croissance de leur capital.
Living Benefits

(French only) Cancer : Les coûts de la secousse

Lorsque le diagnostic tombe, c’est comme un tremblement de terre dans la vie de la personne atteinte. Tout est secoué : sa santé, sa vie personnelle et celle de son entourage, son travail, ses rêves, mais aussi… sa santé financière.
Mortgage brokerage

(French only) Mieux comprendre les variations de taux sur votre hypothèque et celle de vos clients

Mieux comprendre les variations de taux sur votre hypothèque et celle de vos clients
Life Insurance

(French only) Stratégies pour séduire les jeunes adultes avec l’assurance simplifiée

Les jeunes adultes représentent un segment de marché en pleine croissance, mais encore trop souvent sous-estimé dans le domaine de l’assurance. L’assurance simplifiée, avec ses processus rapides et son accessibilité, répond parfaitement à leurs attentes. Dans cette édition, découvrez des stratégies pratiques pour capter l’attention de cette clientèle dynamique, bâtir une relation de confiance durable et renforcer votre portefeuille.