HELPING YOU
KEEP YOUR
BEST EMPLOYEES

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Save Now & Retire Happy

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Helping Business Owners Design the Right Plan

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How Protected Are You?

"As an expert in Small Business Employee Benefits and Pension Plans, we work together with you to achieve your goals!"

Who We Are

We are a team of professionals made up of :
  • a Senior Group Pension Plan Representative,
  • a Financial Security Advisor,
  • a Sales & Marketing Assistant,
  • a Deposit Administrator.

What We Do

We provide Individual & Financial Retirement Planning for ALL stages in life. We help Small Businesses succeed by structuring :

Why Choose Us

We are experts in the Investment & Insurance Business with over 20 years of experience and we are recognized in all of Canada. Our office is easily accessible with free parking and situated in Downtown Montreal.

News & Updates

Financial Goals

Here are 5 Tips for acheiving your financial goals.

Market Update Q3 2015

While this year has seen its challenges and resulting market volatility involving the events in Greece,  

Today’s Markets

How to stay on track when markets surprise