Our business network

We offer personal insurance with added value. As specialists, we provide our expert services while allowing you to take advantage of a centralized source of professional advice.

As an entrepreneur, you’re never alone!

We collaborate with a network of professionals who can answer all of your questions:

  • Lawyers
  • Accountants
  • Securities brokers
  • Business strategy and succession experts
  • Tax specialists
  • Notaries
  • Financial planners
  • Damage insurance brokers

Strong, trusted insurance companies

We work with Canada’s leading insurers. And, as an independent broker, we do not gain any financial advantage from doing business with one insurance company over another.

 

This allows us to remain neutral in our recommendations to offer you the products best suited to your needs.

  

 

Professional associations and organizations

The insurance industry is complex and constantly evolving, so it’s essential for us to keep our knowledge current and continually develop our areas of competence. That’s why we’re members of the following associations and organizations:

 

Training organizations :

The Financial Advisors Association of Canada (Advocis)
Association de planification fiscale et financière (APFF)
Conference for Advanced Life Underwriting (CALU)

 

Regulatory bodies :

Autorité des marchés financiers (AMF)
Chambre de la sécurité financière (CSF)

 

Strategic partners :

An independent insurance representative associated with PPI Advisory
Les Assurances Dalbec ltée