What sets us appart

We are Ménard & Associés, a personal insurance company. We specialize in estate planning for managers and owners of SMEs and family businesses.

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Our offer

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Life insurance

Both protection and an investment, life insurance allows you to preserve your assets and save your heirs from any fiscal surprises. It is also an excellent way to ensure business continuity when the worst occurs.

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Living benefits

Peace of mind begins today. Designed for you, your family, your company and key personnel, this protection will help you maintain your lifestyle, even in the event of illness.

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Group insurance

Our unique approach combines the collective needs of the business with the individual needs of key personnel (managers and directors) to maximize your protection planning. This allows you to take better advantage of the tax measures relating to your group insurance plan.

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Planned giving

A donation requires planning. That’s why we’ll accompany you in creating a personalized donation strategy thanks to our comprehensive estate planning approach.

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Special risks

As your plan progresses and you have determined your insurance needs, you will have chosen an amount to insure and a type of product. The next step is to obtain your insurance policy. 

Our advice

Planned giving:
Give while preserving your estate

Many people would like, and have the means, to make significant donations, but may hesitate to do so for fear they could jeopardize the inheritance they wish to pass on to their heirs...
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Social causes

Certain causes are important to us, notably cancer research and helping disadvantaged children. We are privileged to be able to give back to society and enjoy sharing our knowledge, resources and time with people we believe in.