We Have Everything You Need !

We do business with insurance and financial services companies known for their stability and their proactive approach.

Their size speaks for their reliability and stability.

The lines of products we represent allow us to offer you solutions that are best suited to your needs.

Insurance

Chubb of Canada
Encon
ING Insurance
Jevco
Pafco (Pembridge)
Promutuel Deux-Montagnes

Financial Services - LOUISE BRIÈRE, B.A.A., CGA, FIN. PL. Manager, Financial Services

FINANCIAL PLANNING
• Analysis of financial situation following data gathering. A plan is built according to your personal goals

INVESTMENTS
• Mutual funds
• Guaranteed Investment Certificates (GIC)
• Seg Funds
• Self-directed investments (equity and fixed income)

RETIREMENT PLANNING
• Personalized retirement plan
• LIF - Life Income Funds
• LIRA - Locked-In Retirement Account
• Annuities

TAX SERVICES
• Tax advice and follow-up

ESTATE PLANNING
• Will planning, Power of attorney, Estate settlement, etc.

MORTGAGES
• Mortgage Insurance
• New loan, renewal, refinancing etc.
• Brokerage Services

FINANCIAL SERVICES FOR BUSINESS OWNERS
• Group RRSP
• Group Insurance
• Individual Pension Plan

PARTENAIRES
• ING Wealth Management Inc. (Lifetrax)
• MRS (self directed investments)
• Groupe Cloutier : Brokerage Services and Personal Insurance
• ING Bank of Canada

PERSONAL INSURANCE
• Disability Insurance
• Health and Drug Insurance Plan
• Long-term Care and Critical Illness Insurance
• Life Insurance, Travel Insurance

BANKING SERVICES
• Investment Savings Account in Canadian dollars
• Investment Savings Account in US dollars
• Guaranteed Investments in Canadian dollars – 1 to 5-year terms
• Business Investment Savings Account in Canadian dollars
• Business Investment Savings Account in US dollars
• RSP Investment Savings Account
• RSP Guaranteed Investments – 1 to 5-year terms
• RRSP Loans – Investment Loans
• On-line banking transactions

SAINT-SAUVEUR / SAINT-ADOLPHE
1-800 561 2163 / ext. 26
E-mail : briere.limoges@sympatico.ca

For more information, please contact us by telephone or e-mail : we will get back to you within 4 hours, during our normal business hours.