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ADAPTED FINANCIAL SERVICES TO MAXIMIZE RESULTS!

Financial Services involving autonomous professionals providing a full range of financial services.

Fully customer oriented, our choice pertaining to institutions and financial products offered on the market allows us to provide you with the best of a sometimes complex and often difficult-to-assess world.

Competent, dynamic, the BC ASSUR professional will advise you for a just decision.

Our financial services

Insurance (individual and business)
  • Life insurance
  • Disability insurance (accident, illness)
  • Medical expenses
  • Partnership insurance
  • Mortgage insurance
  • Serious illnesses
Investments
  • RSSP-RIFF-LIF (self-directed)
  • Pension-retirement compensation
  • Segregated funds
  • Mutual funds
  • Shares/stocks
  • Bonds
  • Term deposits
  • Group RRSP
  • DPSP
  • RPP
  • Tax shelters
  • Simplified Retirement Plan (SRP)
  • Individual Annuity Plan
Consulting services
  • Financial and estate planning

Financial planning based on objectives of the individuals. The suggestions and recommendations will achieve the desired goals in a safe, cost-effective, and flexible manner while maintaining a quality of life.