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.