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.