We are intermediaries for financial products between you and the Canadian financial institutions. We are working for you, in your interest.
We look for security, guaranteed income, accumulation of tax-exempt funds, protection against creditors and protection against longevity risk.
Our fundamental values are accountability, communication, teaching, analysis and expertise. A client well informed takes better decisions.
Our team is composed of financial security advisors complemented by experts like charted accountants, tax experts, managers, actuaries, notaries and lawyers.
We don’t manage your money. We negotiate with all life insurance companies in Canada.
Patrice Sergerie is registered in Quebec and Ontario.