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

U.S. Markets

U.S. markets reach new highs after Brexit.

U.S. Election Impact

what impact does the election have?

The Perspective

The world’s most vibrant economy is all business.