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.