Our Mission
Patrice Sergerie - Protection financière

Our Mission

Help customers OPTIMIZE their financial, fiscal and estate situation by using the secure and guaranteed financial concepts that only life insurance companies can offer.

We also prepare several personalized financial concepts for all types of portfolios.

Create wealth while protecting your assets.

Finally, we examine each contract and each new product offered by every life insurance company. We discover their strengths and weaknesses and how we can apply these to targeted markets.

Our main goal is to provide you with:
  • Peace of Mind
  • Asset protection
  • Security
  • Control
  • Independence
  • Guaranties